Why my new email template doesn't show as default
# ask-stanley-ai
m
Why my new email template doesn't show as default
c
AI generated answer (using internal Slack threads):
Based on the conversations, it seems that your new email template is not showing as default because it might not be correctly linked to your Invoice Form. You can do this by going to Customization > Transaction Forms > [your preferred invoice form]. If you have already done this and it's still not working, it's possible that a workflow or a script is overriding your settings. You can check your workflows by going to Type=Transaction. There should be at least two states and a transition. The first state will add the button. The transition will be on click of the button. The second stage will have a Send Email action; and identify the email template it's using. It may not be a template per se…it can be inside the workflow action itself. If it's not a workflow, it could be a scripted action. In that case, you’ll want to go to Customization > scripted records > invoice. Look at the list and see what makes sense. You might need to update it. Remember, if you want to manually control when the email is sent, you can go to Setup > Company > Email Preferences and check the "Use Popup for Main Transaction Email Button". This will give you a dialogue box that pops up where you can manually control the email sending process. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.83807379
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.831726193
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.823364377
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