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
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
Negative Requisition Alert To: Program Manager (from Funding Stream) cc: Coach (Coaching Requisitions) or QI Navigator (QI Dollar Requisitions) See Wh...
Mon, 24 Sep, 2018 at 7:27 PM
Success! Transfer Completed Successfully!
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
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
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
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
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
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
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
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