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Email Template Creation but will not pull in Sales order fields when SENDing

  • January 30, 2026
  • 3 replies
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Freshman I

Hello - I have created a new Email Template for when there are any changes to an order that the employee just choose TEMPLATE in the SEND box and it has different wording.  The template works except for the fact that none of the fields I’ve coded into the Email are pulling?  Am i missing some link…
 

 

Best answer by BenjaminCrisman

​@koboldinst Pretty sure that email template is going to need to be triggered by an automation, like a business event.

I would recommend to setup an event to trigger based off a change from the GI and then it should populate the email with no issues

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    BenjaminCrisman
    Acumatica Employee
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    ​@koboldinst Pretty sure that email template is going to need to be triggered by an automation, like a business event.

    I would recommend to setup an event to trigger based off a change from the GI and then it should populate the email with no issues

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      WillH
      Semi-Pro II
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      • WillH
      • Semi-Pro II
      • February 1, 2026

      What screen are the employees generating the email from Or are these coming from Notificatiions?
       

      I’m fairly sure ​@BenjaminCrisman’s answer is the best method, since it reduces manual work, but in my experience context fields depend on the originating screen. 


      In theory, if they’re opening the Activity screen from inside of the Sales Orders form and then choosing Add Email it should have access to the template fields for that screen.

      On the other hand, your screenshot shows your form is defined as GI907696, which means it will probably only auto-populate if used from within the GI screen in question.

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      ~Will H (MYOB) - Acumatica MVP 2026.
        Manikanta Dhulipudi
        Captain II
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        ​@koboldinst Email template usage is different from screen to GI, If you are using GI then better to use the Business events or Reports.

         

        https://www.augforums.com/forums/acumatica-generic-inquiries/gi-and-notification-templates-to-automatically-e-mail-released-invoices/

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