# Approval email — SFDC -> NexusCRM migration (review)

- Templates migrated: **6**
- Workflow alerts migrated: **21**
- Alert ProcessAction rows (across approval processes): **98**

## Templates

### Partner_Account_for_CM_approval  (text)
**Subject:** `{{Record.Name}} is registering to become a PingCAP partner`

```
A new Partner Account is created. 
Please have a review and decide whether to approve or reject. Once you approve the Partner Account, the "Partner Status" of the Account will become "Newly Registered", otherwise it will become "Unqualified".

Partner Name: {{Record.Name}} 
Partner Account link: {{Record.Link}}
```

### Partner_Account_Registered_Template  (text)
**Subject:** `{{Record.Name}} Registered`

```
{{Record.Name}} is newly registered as a partner.
```

### Quote_Approved  (text)
**Subject:** `Quote approved notice - {{Record.Account_Name_for_email_template__c}} - {{Record.Name}} - {{Record.Product_Family__c}}`

```
Quote: {{Record.Name}} has been {{Record.ApproveStatus__c}}.
{{Record.Link}}

Account Name: {{Record.Account_Name_for_email_template__c}}
Requester: {{Record.Account_Owner_for_email_template__c}}
Product Family: {{Record.Product_Family__c}}
Approved discount: {{Record.Discount__c}}% off
Approved ACV: ${{Record.ACV_Amount__c}}
Opportunity Name: {{Record.Opportunity_Name_for_email_template__c}}
```

### Quote_for_approval  (text)
**Subject:** `Quote Approval Request - {{Record.Account_Name_for_email_template__c}} - {{Record.Name}} - {{Record.Product_Family__c}}`

```
Quote: {{Record.Name}}: {{Record.Link}} has been submitted for your approval. 
Please click this link below to approve or reject this record. 
{{Approval.RequestUrl}} 

Account Name: {{Record.Account_Name_for_email_template__c}}
Requester: {{Record.Account_Owner_for_email_template__c}}
Product Family: {{Record.Product_Family__c}}
Discount: {{Record.Discount__c}} % off
ACV: ${{Record.ACV_Amount__c}} 
Opportunity Name: {{Record.Opportunity_Name_for_email_template__c}}


Thanks a lot!
```

### Quote_Rejected  (text)
**Subject:** `Quote rejected notice - {{Record.Account_Name_for_email_template__c}} - {{Record.Name}} - {{Record.Product_Family__c}}`

```
Quote: {{Record.Name}} has been {{Record.ApproveStatus__c}}.
{{Record.Link}}

Account Name: {{Record.Account_Name_for_email_template__c}}
Requester: {{Record.Account_Owner_for_email_template__c}}
Product Family: {{Record.Product_Family__c}}
Opportunity Name: {{Record.Opportunity_Name_for_email_template__c}}
```

### Quote_Submitted  (text)
**Subject:** `Quote submitted notice - {{Record.Account_Name_for_email_template__c}} - {{Record.Name}} - {{Record.Product_Family__c}}`

```
Quote: {{Record.Name}}  has been submitted for approval.
{{Record.Link}}

Account Name: {{Record.Account_Name_for_email_template__c}}
Requester: {{Record.Account_Owner_for_email_template__c}}
Product Family: {{Record.Product_Family__c}}
Opportunity Name: {{Record.Opportunity_Name_for_email_template__c}}
```

## Workflow alerts (recipients)

- **To_notify_CBM_for_Partner_Account_registered** (Account) -> template `Partner_Account_Registered_Template`, sender `CurrentUser`
  recipients: email:chen.du@pingcap.com, email:ran.xu@pingcap.com, email:yudingyi@pingcap.com
- **To_notify_CM_for_Partner_Account_approval** (Account) -> template `Partner_Account_for_CM_approval`, sender `CurrentUser`
  recipients: email:chen.du@pingcap.com, email:lu.wang@pingcap.com, email:yudingyi@pingcap.com
- **To_cc_CM_that_a_Quote_is_approved** (Quote) -> template `Quote_Approved`, sender `CurrentUser`
  recipients: role:C
- **To_cc_CM_that_a_Quote_is_rejected** (Quote) -> template `Quote_Rejected`, sender `CurrentUser`
  recipients: role:C
- **To_cc_someone_that_a_Quote_is_approved** (Quote) -> template `Quote_Approved`, sender `CurrentUser`
  recipients: email:huimin.li@pingcap.com, email:jie.ni@pingcap.com, email:kevin.lu@pingcap.com, email:ran.xu@pingcap.com, email:yaodongsen@pingcap.com, email:yudingyi@pingcap.com
- **To_cc_someone_that_a_Quote_is_approved_APAC_A** (Quote) -> template `Quote_Approved`, sender `CurrentUser`
  recipients: email:huimin.li@pingcap.com, email:jie.ni@pingcap.com, email:ran.xu@pingcap.com, email:yaodongsen@pingcap.com, email:zhuwei@pingcap.com
- **To_cc_someone_that_a_Quote_is_approved_APAC_B** (Quote) -> template `Quote_Approved`, sender `CurrentUser`
  recipients: email:alex.fan@pingcap.com, email:huimin.li@pingcap.com, email:jie.ni@pingcap.com, email:ran.xu@pingcap.com, email:yaodongsen@pingcap.com, email:zhuwei@pingcap.com
- **To_cc_someone_that_a_Quote_is_approved_Cloud** (Quote) -> template `Quote_Approved`, sender `CurrentUser`
  recipients: email:huimin.li@pingcap.com, email:jie.ni@pingcap.com, email:kevin.lu@pingcap.com, email:ran.xu@pingcap.com, email:yaodongsen@pingcap.com, email:yudingyi@pingcap.com
- **To_cc_someone_that_a_Quote_is_approved_EMEA_Non_Self_Sustained** (Quote) -> template `Quote_Approved`, sender `CurrentUser`
  recipients: email:hayden.huang@pingcap.com, email:huimin.li@pingcap.com, email:jie.ni@pingcap.com, email:kevin.lu@pingcap.com, email:liang.yang@pingcap.com, email:ran.xu@pingcap.com
- **To_cc_someone_that_a_Quote_is_approved_EMEA_Self_Sustained** (Quote) -> template `Quote_Approved`, sender `CurrentUser`
  recipients: email:ellen.wang@pingcap.com, email:hayden.huang@pingcap.com, email:huimin.li@pingcap.com, email:jie.ni@pingcap.com, email:kevin.lu@pingcap.com, email:liang.yang@pingcap.com, email:ran.xu@pingcap.com, email:yudingyi@pingcap.com
- **To_cc_someone_that_a_Quote_is_approved_JP** (Quote) -> template `Quote_Approved`, sender `CurrentUser`
  recipients: email:dexter.deng@pingcap.com, email:hanwei@pingcap.com, email:huimin.li@pingcap.com, email:jie.ni@pingcap.com, email:ran.xu@pingcap.com
- **To_cc_someone_that_a_Quote_is_approved_NA** (Quote) -> template `Quote_Approved`, sender `CurrentUser`
  recipients: email:ellen.wang@pingcap.com, email:huimin.li@pingcap.com, email:jie.ni@pingcap.com, email:kevin.lu@pingcap.com, email:liang.yang@pingcap.com, email:ran.xu@pingcap.com, email:stephan.debray@pingcap.com, email:yudingyi@pingcap.com
- **To_cc_someone_that_a_Quote_is_rejected** (Quote) -> template `Quote_Rejected`, sender `CurrentUser`
  recipients: email:jie.ni@pingcap.com, email:kevin.lu@pingcap.com, email:ran.xu@pingcap.com, email:yaodongsen@pingcap.com, email:yudingyi@pingcap.com
- **To_cc_someone_that_a_Quote_is_rejected_APAC_A** (Quote) -> template `Quote_Rejected`, sender `CurrentUser`
  recipients: email:huimin.li@pingcap.com, email:jie.ni@pingcap.com, email:ran.xu@pingcap.com, email:yaodongsen@pingcap.com, email:zhuwei@pingcap.com
- **To_cc_someone_that_a_Quote_is_rejected_APAC_B** (Quote) -> template `Quote_Rejected`, sender `CurrentUser`
  recipients: email:alex.fan@pingcap.com, email:jie.ni@pingcap.com, email:ran.xu@pingcap.com, email:yaodongsen@pingcap.com, email:zhuwei@pingcap.com
- **To_cc_someone_that_a_Quote_is_rejected_Cloud** (Quote) -> template `Quote_Rejected`, sender `CurrentUser`
  recipients: email:jie.ni@pingcap.com, email:kevin.lu@pingcap.com, email:ran.xu@pingcap.com, email:yaodongsen@pingcap.com, email:yudingyi@pingcap.com
- **To_cc_someone_that_a_Quote_is_rejected_EMEA_Non_Self_Sustained** (Quote) -> template `Quote_Rejected`, sender `CurrentUser`
  recipients: email:hayden.huang@pingcap.com, email:jie.ni@pingcap.com, email:kevin.lu@pingcap.com, email:liang.yang@pingcap.com, email:ran.xu@pingcap.com
- **To_cc_someone_that_a_Quote_is_rejected_EMEA_Self_Sustained** (Quote) -> template `Quote_Rejected`, sender `CurrentUser`
  recipients: email:ellen.wang@pingcap.com, email:hayden.huang@pingcap.com, email:jie.ni@pingcap.com, email:kevin.lu@pingcap.com, email:liang.yang@pingcap.com, email:ran.xu@pingcap.com, email:yudingyi@pingcap.com
- **To_cc_someone_that_a_Quote_is_rejected_JP** (Quote) -> template `Quote_Rejected`, sender `CurrentUser`
  recipients: email:dexter.deng@pingcap.com, email:hanwei@pingcap.com, email:huimin.li@pingcap.com, email:jie.ni@pingcap.com, email:ran.xu@pingcap.com
- **To_cc_someone_that_a_Quote_is_rejected_NA** (Quote) -> template `Quote_Rejected`, sender `CurrentUser`
  recipients: email:ellen.wang@pingcap.com, email:huimin.li@pingcap.com, email:jie.ni@pingcap.com, email:kevin.lu@pingcap.com, email:liang.yang@pingcap.com, email:ran.xu@pingcap.com, email:stephan.debray@pingcap.com, email:yudingyi@pingcap.com
- **To_cc_someone_that_a_Quote_is_submitted** (Quote) -> template `Quote_Submitted`, sender `CurrentUser`
  recipients: email:jie.ni@pingcap.com, email:kevin.lu@pingcap.com, email:yaodongsen@pingcap.com

## Merge-field flags

- [Partner_Account_for_CM_approval:body] {!Account.Link} -> {{Record.Link}}  (record-URL token; renderer support UNCONFIRMED)
- [Quote_Approved:body] {!Quote.Link} -> {{Record.Link}}  (record-URL token; renderer support UNCONFIRMED)
- [Quote_Rejected:body] {!Quote.Link} -> {{Record.Link}}  (record-URL token; renderer support UNCONFIRMED)
- [Quote_Submitted:body] {!Quote.Link} -> {{Record.Link}}  (record-URL token; renderer support UNCONFIRMED)
- [Quote_for_approval:body] {!ApprovalRequest.Internal_URL} -> {{Approval.RequestUrl}}  (BLOCKED on upstream #2267 approval-URL contract)
- [Quote_for_approval:body] {!Quote.Link} -> {{Record.Link}}  (record-URL token; renderer support UNCONFIRMED)