Emails generated from Action Items does not have the Actions as configured in the Action Item, when the Action Item is sent through business rules in the modern ux
STEPS TO REPRODUCE:
- Create an custom investment object in Classic Clarity and set the Investment Type = "Standard"
- Create a string based attribute on the investment object as created on Step 1
- On Modern UX, navigate to Administration >> Action Items and create an action item with the following details:
- Under Step 1:
- Target Object: Reference the custom investment created on Step 1
- Under Step 2:
- Resource: Choose self user so that the action item is received by self
- Add Actions: Approved ; Rejected
- Under Step 3:
- Put in the condition, the Action Item shall be completed if the decision is approved by any recipients
- Navigate to Administration >> Blueprints and create a blueprint for the custom Investment as created in Step 1
- Create a business rule that references and sends the Action Item as created in Step 3, update the Rule attribute as follows:
- Target Object: Custom Investment created on Step 1
- Rule Type: Attribute Update
- Target Attribute: The string attribute created on Step 2
- Example condition: If the attribute's value is equal to "H" then Send Action Item: reference the action item created on Step 3
- Create a data instance of the Custom Investment and set the String Attribute to the business rule trigger condition, so that the Action Item is sent in an email
Expected Results :-
The Action Item email is received that contains the actions: Approved, Rejected links listed respectively
Actual Results :-
The Action Item email is received without the action links: Approved, Rejected