You need to sign in to do that
Don't have an account?
Linda Gatson
Email templates not being recognized by Process Builder
Is there something special that I have to do to have ProcessBuilder findmy email templates?
function readOnly(count){ }
You need to sign in to do that
Don't have an account?
Setup > Build> Create> Workflow & Approvals> Email Alerts> Select template to be sent out.
Once you create a EA here, you wil then be able to use it in the Process builder.Is this how you are trying to setup the Email alert ?
Description: My Email Alert
Unique Name: My_Email_Alert
The same thing happens with me also, I manage to resolve this.
1. As Sonam mentioned there should be existing email alert for that.
2. While creating the email alert, it asks for an object to select. Let's say you marked as 'Opportunity'
Which will mean you want this email alert to be used on opportunity record change. Assume email alert unique name is 'Opty_Email_Alert'
3. Once you go the process builder, there also you need to select an object in the beginning. Let's say you selected 'Case'
And search for email alert you created 'Opty_Email_Alert' Then this won't come up, because Process builder sends an email for the same object you added in the beginning of Process builder and here it is different i.e. Case
In this case email alert is on one object(Opportunity) and process builder is set up on different object(Case).
If they were same objects it will capture the email alert you created. Please see the sample of the email alert in an attached image.
Please comment if that helps.