3623119 - How to trigger customer email templates with custom email trigger to recipients from different legal entity or location

Want to trigger customer email templates with custom email trigger to recipients from different legal entity or location.

However for some candidate the email is triggered but for some not.

1. Create a rule as per guide and added some conditions based on job information
2. Maintain trigger rule to the Process object
3. Process onboarding to trigger the email

The rule (Rules for MDF based objects scenario) maintained to Process Object takes the execution date as the effective date to fetch job info.

So if the start date of job info is in future, null will be fetched.

If the start date is in past, correct value will be fetched.

There are 2 rules in the configuration:

• Rules for MDF based objects scenario to execute Email Trigger, called Trigger rule in this resolution (Creating a Business Rule to Trigger an Email Notification When the Personal Data Collection Step is Completed)
• Filter Email template scenario, called Filter rule in this resolution (Creating a Business Rule for Filtering Email Templates)

1. Remove all job info related conditions from Trigger rule and ensure only task status and task data is included to conditions.  It will execute a common Email trigger. 
2. Ensure all email templates for different entities share the same common Email trigger.
3. Add filter rules to each email template based on job info to meet business requirements. Make sure NO task status and task data is included to conditions of filter rules.

By this way, once the task status and task data meet the conditions in trigger rule, the common Email Trigger will be executed.

All email templates sharing the common Email Trigger will execute their own filter rule.

The filter email rules will fetch job info based on the start date.

Only one filter email rule is met, and only one email will be triggered.

Note 1: Please make sure the correct content builder is maintained to the custom email category. 

For example, if it is not related to document, please do not use Onboarding Document Process Task Content Builder, as it will cause issue. 

Note 2: You can troubleshoot by creating a rule trace with BPE service user as the login user. 

For the Service user, you can find it from Update Process Flows for Onboarding and Offboarding.

• Creating a Business Rule for Filtering Email Templates
• Creating a Business Rule to Trigger an Email Notification When the Personal Data Collection Step is Completed
• KBA 2257064 - Employee Central - Business Rule Execution Log 

onboarding, sap successfactors, notifications, company code, email triggers, job info, effective date, filter email rules, UDF, mail server, recipient, process object , KBA , LOD-SF-OBX-EML , Notifications , Problem