While using an email template for the 'Create an Email' action in a button, the template is not displaying. Do you know how we can link it so that it appears in the application? Has anybody run into this problem?
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Hello,
The issue you're experiencing occurs because templates with a macro source tied to a specific context are only accessible within that particular section. When switching to another section, the context does not transfer automatically, which is why the templates may not be visible. For example, if you are working within the Case section, you will not be able to select message templates that have Account set as the macro source. Only templates with a macro source of Case or those without a defined source will be available.
At this time, there is no built-in functionality to make these templates universally available across different sections without modifying the macro source. As a workaround, you can create separate templates tailored to each section.
Although, we’ve submitted a task to our R&D team to explore the feasibility of implementing this feature in future updates.
Best regards,
Tomasz