You have created a workflow rule for an e-mail notification with a placeholder for the time and date of a visit. In the e-mail, the time is displayed with the wrong time zone.
Reproducing the Issue
You have created an extension field on Lead of type Date/Time.
You have created a workflow rule to sent an e-mail to defined recipient on every save of the extension field.
You have changed the user settings of the e-mail recipient to the correct time zone.
Your system tenant is set to the correct time zone.
Steps to reproduce:
- Go to the work center Sales.
- Go to the view Leads.
- Open any lead.
- Maintain the time and date in the extension field of type Date/Time and save.
- Wait for the e-mail to be triggered by the workflow rule you have configured and open it.
Result: In the e-mail body, the wrong time zone is displayed.
The system evaluates the recipient of the e-mail by their business partner role.
If the recipient has a business partner role in the system, the time zone is populated with the time zone maintained in the business partner's personal settings.
If the recipient does not have a business partner role in the system, the time zone defaults to UTC.
There are two options for any e-mail workflow rule with a placeholder for time.
a. If there are personal user settings for date/time format in the system, only maintain recipients that have a business partner role in the system.
b. If there are no personal user settings for date/time format in the system, you can define the date/time format and/or time zone during workflow creation.
- Go to the Administrator work center.
- Go to the Workflow Rules view.
- Open the relevant rule.
- Go to Actions.
- Select All Languages in the subject line.
Result: You can maintain the date/time and/or time zone for each language template.
The personal date/time user settings always take precedence over the time format defined in the workflow rule.
KBA , LOD-CRM-WKF , Workflow , How To