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FSM Substitution Map not firing email - Custom Metadata

  • October 24, 2024
  • 4 replies
  • 52 views
M
Sidekick (Partner)
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  • MIGDNA
  • Sidekick (Partner)
  • 35 replies

Hello FSM experts,

I have a business rule working correctly that fires an email if the distribution list link to the business rule uses hardcoded emails. We have tried to change the distribution list to use a Wild Card instead. The requirement is that an invoice is send to the emails address located in the PLACE table. Please see the mapping in screenshot below

I have had an IFS consultant indicating that there isn’t a relationship in FSM between the PLACE table and the INVOICE table. So, I have to use the Custom Metadata to create this relationship. I have attempted to create this relationship, please see screenshot below

Unfortunately, the email still does not get triggered

Please let me know if I am in the right track creating this link in the Custom Metadata.

Best regards

Miguel

Best answer by Morris

Hi @MIGDNA,

It looks like your substitution map is incorrect. 

  1. The substitution type in the screen shot is incorrect for finding the email address. In the screen shot shows it as ‘wildcard used for resolving substitution variables in notification messages’  it should be ‘wildcard used for resolving notification address’
  2. The constraints should have the parent col name defined.

Make sure you add the substitution id to the code table of ‘wild_card_member’ then refresh cache and close and reopen the distribution list screen so you can select it as the wild card member.

 

if you make these changes the process should work

Regards,

Morris

 

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4 replies

M
Hero (Employee)
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  • Morris
  • Hero (Employee)
  • 96 replies
  • October 24, 2024

@MIGDNA 

there is no screen shot. 

what is the triggering table for the business rule? This is where the substitution map must start. Once the screen shot is here, and I know what table is triggering the rule, I should be able to give you more information.

Cheers,

Morris

M
Sidekick (Partner)
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  • MIGDNA
  • Author
  • Sidekick (Partner)
  • 35 replies
  • October 25, 2024

Hi @Morris ,

Thank you for your reply,

This is strange, I can see the screenshots above. Anyway, this is the Substitution map definition

This is my attempt to use Custom Metadata

You got me thinking there, in fact the screen that triggers the email, when hardcoded emails are used in the Distribution list attached to the business rule is the Voucher screen, please see below. When we click on Post to Invoice the email is triggered

Many thanks for your advise

Miguel

M
Hero (Employee)
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  • Morris
  • Hero (Employee)
  • 96 replies
  • Answer
  • October 25, 2024

Hi @MIGDNA,

It looks like your substitution map is incorrect. 

  1. The substitution type in the screen shot is incorrect for finding the email address. In the screen shot shows it as ‘wildcard used for resolving substitution variables in notification messages’  it should be ‘wildcard used for resolving notification address’
  2. The constraints should have the parent col name defined.

Make sure you add the substitution id to the code table of ‘wild_card_member’ then refresh cache and close and reopen the distribution list screen so you can select it as the wild card member.

 

if you make these changes the process should work

Regards,

Morris

 

M
Sidekick (Partner)
Forum|alt.badge.img+7
  • MIGDNA
  • Author
  • Sidekick (Partner)
  • 35 replies
  • October 25, 2024

Hi @Morris 

Brilliant !! .. I have introduced your changes and it has worked. You have just made my day/weekend :-)

Much appreciated.

Best regards

Miguel

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