Workflow & Email Template Question

💬 General Discussion
1

Is there way to find out related email template to the workflow easily?

Is it good option to create one-to-many relationship between email template and workflow modules?

2

I don’t understand your question… in what part of the Workflow do you use email templates?

3

Let me try to explain you. So we have lots of workflow with ‘budget’ word in their subject. Now, we want to list of all email templates where workflow subject contain = ‘budget’ word.

I hope I was able to explain it :face_with_peeking_eye:

4

sorry, not yet… :sweat_smile:

This part:

email templates where workflow subject contain = ‘budget’ word

One thing is a Workflow, the other is an email template and you haven’t explained how they relate to one another in your case. Some examples could be:

  • the workflow is triggered by changes in records in the Email templates
  • I have actions in my Workflows that send emails, using email templates
  • many other possibilities

…?

5

haha okay! we have workflows with send email action in it.

I think I will create one-to-many relationship between the two Email Template and Workflow.

Then we could easily see which workflows are related to that particular email template.

6

That sounds like a documentation requirement - more than business process as such?
Maybe you can utilize the workflow description field and add the info there, even though that would be unstructured.
Do you have multiple actions in your WFs and potentially a 1:n relationship between those modules?

I’ve not yet related workflows and emails, it is an interesting thought though.

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7

No, currently WF has relationship with onlu security group.

I will try to create this relationship when I get a time and report you guys.

8

You can probably get that from a report, although I would go straight to the database, JOIN the aow_workflow and aow_worflow_actions tables and get that list.

Grok can write the SQL for you

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