FYI - Workflow Email Templates
This folder contains all of the auto-generated workflow emails and how they are triggered in Sugar. Please let us know if you'd like to request additional workflow email notifications!
Punchout Order Confirmation
To: Vendor Primary Contact cc: QI Navigator
This workflow is only triggered when a Spending Record Source is the Lakesho...
Mon, 24 Sep, 2018 at 7:27 PM
Negative Requisition Alert To: Program Manager (from Funding Stream) cc: Coach (Coaching Requisitions) or QI Navigator (QI Dollar Requisitions) The {...
Tue, 22 Mar, 2022 at 3:23 PM
Success! Transfer Completed Successfully!
To: Program Manager cc: Person that initiated the Transfer
This Transfer was Successfully Completed!
...
Mon, 24 Sep, 2018 at 7:27 PM
Spending Needs Correction
To: QI Navigator
This workflow can be triggered at almost any point in the approval process and will send an email to the ...
Mon, 24 Sep, 2018 at 7:27 PM
Action Needed: Please Place Order with Vendor Manually
To: QI Navigator
This workflow is triggered when a vendor does not accept emailed purchase or...
Mon, 24 Sep, 2018 at 7:27 PM
Finance Approval Needed
To: Council Financial Contact (On Council Account Record)
As the Financial Contact on the Council Record, please review ...
Mon, 24 Sep, 2018 at 7:27 PM
Transfer Failed
To: Program Manager (from Funding Stream cc: Person who just tried to create the Transfer
This Transfer FAILED.
Please try aga...
Mon, 24 Sep, 2018 at 7:27 PM
QI Request Confirmation
To: Primary Contact (Provider Account Record) cc: QI Navigator (Requisition Assigned to)
Thank you for submitting...
Mon, 24 Sep, 2018 at 7:27 PM
Program Manager Preapproval Needed
To: Program Manager
The following Spending Record requires your Preapproval:
Spending Record: {::href_link::sp...
Mon, 24 Sep, 2018 at 7:27 PM
Coach Preapproval Needed
To: Primary Lead Coach (from Provider Account Record)
The following Spending Record requires your Preapproval:
Spend...
Mon, 24 Sep, 2018 at 7:27 PM