What this controls
Auto-emails triggered by business events — SO confirmed, parts received, WO released, invoice posted, delivery shipped. Without a template configured for a trigger, no email fires.
Menu: Plating → Configuration → Notification Templates.
The trigger catalogue
| Trigger | Fires When | Typical Recipients |
|---|---|---|
| SO Confirmed | Sale order confirmed | Customer (order ack + PDF) |
| Parts Received | Receiving record created | Customer (acknowledgement) + planner |
| WO Released | MO confirmed | Shop manager + planner |
| First-Piece Approved | FAIR signed off | Customer (if required) |
| Quality Hold | Parts put on hold | Customer + planner + QA |
| Invoice Posted | Invoice moves to posted | Customer + AR |
| Delivery Shipped | Delivery marked delivered | Customer (with CoC + POD) |
| Account Hold | Customer flagged on hold | Sales + AR |
| Bath Out of Spec | Chemistry logged as failing | Shop manager + Quality |
| Permit Expiring | 30-60 days before expiry | Compliance officer |
Creating a template
Click + New:
| Field | What to set |
|---|---|
| Name | Identifiable ("FP: Order Confirmation") |
| Trigger Event | From the catalogue above |
| Recipient Rule | Customer / Internal group / Specific partners |
| Email Subject | Supports placeholders: [[object.name]] |
| Body HTML | Full HTML email template |
| Attach SO | Yes/No — auto-attach the SO PDF |
| Attach CoC | Yes/No — auto-attach certificate |
| Attach Invoice | Yes/No — auto-attach invoice |
| Language Field | Evaluates recipient's language for localized content |
Placeholders
Templates support Jinja-style references to the record:
[[object.name]]— SO number, WO number, etc.[[object.partner_id.name]]— customer name[[object.amount_total]]— total[[user.name]]— the user that triggered the event
Test drive in the preview pane before saving.
The audit log
Every email sent via a template is logged in fp.notification.log:
- Trigger event
- Template used
- Recipient(s)
- Sent-at timestamp
- Success / bounce / deferred
Useful for "did we send the ack email?" conversations.
Disabling without deleting
Templates can be toggled Active. Deactivated templates are kept for audit history but won't fire.
Bug-awareness
Historically the template + the trigger both had attachment flags, causing double PDFs. This was fixed in v19.0.2.x — now only the template's attach_* flags control attachments. If you inherit an old template, re-save it to refresh the behaviour.
What can go wrong
Email not firing
- Check template is Active.
- Check trigger event matches what you expect (SO Confirmed vs. SO Sent — different).
- Check recipient rule actually resolves to someone.
- Check notification log — was it sent? Did it bounce?
Attachment missing
Flag not ticked on the template. Re-save with the flag ticked. If PDF is empty, report has an error — check server logs.
Wrong language
Recipient's lang field on res.partner controls. Set to en_CA / fr_CA etc.