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!
QI Request Preapproved - Attach Documentation
To: QI Navigator
This workflow is triggered when a record is preapproved, but the QI Navigator still...
Mon, 24 Sep, 2018 at 7:27 PM
This workflow is triggered when the Status is "Pending Special Approval" (which occurs after a manager/lead coach preapproves a spending record th...
Mon, 24 Sep, 2018 at 7:27 PM
Purchase Order Request
To: Vendor Primary Contact cc: QI Navigator
This workflow email is triggered if "Accepts POs" is "Yes"...
Mon, 24 Sep, 2018 at 7:27 PM
This email will be triggered when the cost of a capital improvement request is changed after it was initially approved by the program officer. Name:Capi...
Mon, 29 Oct, 2018 at 2:23 PM
This is triggered once a program officer has approved updates to the total of a capital improvement request. Name:Capital Improvement - Approval Granted...
Mon, 29 Oct, 2018 at 2:24 PM