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 Communication Template and variable for PO Description

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Kathy Seabrook's profile image
Kathy Seabrook posted 05-27-2021 10:27
Hi Everyone!

We are currently using 7.6.0.8, with plans to upgrade to 7.6.1.2 before September.

We have a workflow set up for purchase order approvals, based on a person's signing authority. The workflow loops through the appropriate people with signing authority, until it gets to the proper person with the right signing authority to approve a purchase order. This workflow works perfectly in this regard.

The problem I am having is getting the communication template set up properly so it shows the PO's description. There are two communication templates involved with this portion of the workflow. The communication template that is used for the initial PO approver works fine because it is using the PO object. If the initial PO approver does not have the appropriate signing authority, then the workflow will assign the PO approval to the next person in line. There is a second communication template for the next person in line, and this is the one that is not working properly since it is using the WFASSIGNMENT object. I have tried many variables and none of them are working properly. I don't know if there is an existing relationship I can use to pull the PO description field, or if a new relationship needs to be created? Or something else?

I am attaching a screenshot of the task node property that is responsible for assigning the PO approval to the next person in line, if the previous person did not have the appropriate signing authority. I am also attaching a screenshot of the communication template that is used for this node, along with the resulting email.

I appreciate anyone's input on how to solve this issue and if I need to provide any additional information, please let me know.

Thank you,
Kathy Seabrook
Prashant Sharma's profile image
Prashant Sharma
Hello Kathy,

Yes, you will require a new relationship to be created b/w WFASSIGNMENT and PO object. For that in DB Config > go to WFASSIGNMENT and create custom relationship with child object PO with where clause -

poid = :ownerid and :ownertable='PO'

Now in the communication template 2, replace :PONUM with :CUSTOMRELATIONSHIP.PONUM and it will do.