A Workflow Rule which is to send emails to the Approver Involved Party of a Sales Quote does not trigger.
SAP Sales Cloud
Reproducing the Issue
Prerequisite: a Workflow Rule set up to send emails to the Approver of a Sales Quote; also a valid Approval Process for Sales Quotes.
- Go to the Sales workcenter.
- Go to the Sales Quotes view.
- Open any Sales Quote and Submit for Approval.
Result: the Approver is listed in the Approver facet but the Workflow Rule is not triggered
The Approver Involved Party in the Workflow Rule is not the same as the Approver from the Approval Process.
In order for this WFR setting to work, the Approver needs to be added to Involved Parties for Sales Quote via PDI or using the Rules in Administrator -> Sales and Campaign Settings.
Alternatively, there is also an option to subscribe to Notifications.
KBA 2780886 - No “Subscribe to Email” icon in Notification
workflow rule, approver, involved party, email, notification , KBA , LOD-CRM-WKF , Workflow , Problem