We created few business process and we are sending emails with contents in it.This email sending perfectly if supervisor run this business process.If other users try to run business process, email is not sending.
Solution
The reason of the issue is in fact that the Supervisor system user is the owner of this mailbox and it is not shared to anyone in the application. To resolve this issue you need to setup shared access as it is described in the academy article here.
I need to add a calculated hyperlink inside the body of a [Send email] process element (for example the link to the page of an account: when the user clicks on the link inside the email, then the browser opens the account page)
I didn't find the way to do it using custom email and email templates as well.
You can do it with the help of macros. First of all you need to create a template and select a desired macro source and then you can copy a part of the link without the record id like this and add a macro at the end of the link like this: http://test.bpmonline.com/0/Nui/ViewModule.aspx#CardModuleV2/AccountPag…]
That can be done without any additional configuration, you can also create an html link if you want (in order to hide the full link you will have to develop an html template block)
Here is an example how I did it using "Accounts" section as an example (please refer to this screenshot http://prntscr.com/njtzkv). Please also note that I used account "Our company" as an example, but you can bind this process to a section if needed. Also please note that you need to build separate processes for different objects of the application. And here is my model of this process:
2) Add "Read data" element that will read all data from the object, from which the process should start (in my example it is "Accounts")
3) Create formula that will set the value of "http://o-drobina:8001/0/Nui/ViewModule.aspx#CardModuleV2/AccountPageV2/edit/"+[#Read data 1.First item of resulting collection.Id#].ToString()" for "Parameter 1" parameter. This value is formed as:
http://o-drobina:8001/0/Nui/ViewModule.aspx#CardModuleV2/AccountPageV2/edit/ ( which is standard link to the edit page of Account section record) + [#Read data 1.First item of resulting collection.Id#].ToString() (which is conversion of UID value read from "Read data" element to string). This conversion is needed, because the link should be text completely. And it will be used in "Send email" element in the next step.
4) In the "Send email" element please specify all needed parameters (To, from, CC etc.) and the email body should look like this http://prntscr.com/njtxoq.
I ended up creating a template message and there used the Link to object feature. (There you can also hind the full text and put different parameter for the view)
I have a quick question! I've added a new template to the 'email templates' lookups but it is not displayed in the list on the contacts page! Please advise
Please note that the template list displays the records from the [Email templates] lookup.
If you are creating an email from a contact page, the list displays only those templates that have the “Contact” specified as a source of macros, as well as any templates that have no source specified at all. Same applies to accounts, leads, etc.
To make the template appear in the list in any section, please leave Macro source field empty and save the changes.
