Automated Alerts Dropping Recipients When Using a Template

Tim Dollmeyer

Hello,

I created a project template that has several automated alerts. One of the alerts uses the Notify Specific People option, where I have 4 recipients listed. However, when creating a new project from the template, the recipients get dropped. I'm using a workaround, but this doesn't seem right.

Is this normal?

MedaUser

Hi @Tim Dollmeyer,

When you Save As Template, you should be sure the setting "Include recipients & permissions settings" is checked before saving as it's defaulted as unchecked (see below). This should maintain those recipients in your workflow.

Please let me know if this doesn't work!

MedaUser

Hi @Tim Dollmeyer,

When you Save As Template, you should be sure the setting "Include recipients & permissions settings" is checked before saving as it's defaulted as unchecked (see below). This should maintain those recipients in your workflow.

Please let me know if this doesn't work!

Tim Dollmeyer

Thank you!!! I should have known that... 😳