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Email Receipts for Signature Transactions in CRM Are Not Sending and Show Saved Status

  • Updated

Overview:

After configuring Email Receipt for Signature Transaction, the receipt records are not sending and are being placed in the saved_vod status.

Root Cause:

Object Level Security (OLS) and Field Level Security (FLS) have to be set exactly as the guide states for Email Receipt for Signature Transactions to work.  This scenario occurs when a portion of the required OLS or FLS is skipped.

Solution:

Ensure the Approved Email Admin and Standard User meet the below minimum OLS for Email Receipts for Signature Transactions to work:

Email Receipts are enabled by Profile as well as by Object. For each transaction object that needs Email Receipt functionality, the end-user needs at least Edit permission. The Approved Email Admin needs at least Read permission to the following fields:

Related Documentation:

CRM Documentation: Approved Email Receipts for Signature Transactions

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