A rule was set up so that when an expense sheet is submitted and approved, an e-mail would go out to our AP group letting them know the expense/invoice was approved and they can go through their payment process. The e-mail goes out when the item was approved but it is missing information that we need in there. The e-mail set up is below:
Dear AP Team,
The Expense Sheet - {$Name} - was approved.
You can now follow this link to see the documents attached to this expense sheet in Clarizen: {CurrentObject()}
-- Of the 8 that were approved, 1 e-mail went out and included the name of the expense sheet so the AP group would know which one was approved. The other 7 went out with a code like "E-1901".
Also at the end of the last line, we wanted a link to appear so the AP group can click on link and go directly to the invoice, that does not show up on any e-mails.
There is only one rule setup. Why would it send out the e-mails differently?
Thanks
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I'm not sure why this would have been different but in one portion of the email it will grab the name and in the other you will only get the ID. {CurrentObject()} should just display the ID. I would change this to {GetHyperlink(CurrentObject().Name)}. That will give you the name and it will be hyperlinked to that object.
Josh, thanks for responding. When I remove the current object entry and add the one you suggested, I get the following error:
Error: Function CurrentObject() doesn't support nested fields
Can you try killing the .Name part and see if the linking works?
That returns no error, thanks.
Would the following entry return the Description field entry? Cause that's where we have the Company name and invoice #.
The Expense Sheet - {$Description} - was approved.
Yes, that should work. Remember you can cheat and lookup fields and functions by clicking on the "formula options" link. You can add any field related to that object into those emails.
Thanks.
I've looked through their and not much fits. Where can I edit the fields that appear there so I can add more?
You would head over to the customization section, select the object (expenses or expense sheet), and then add custom fields. You could then add these new fields as columns, include them in the emails, etc.