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katie_b
katie_b
Helper ⭐️
February 18, 2020

Show if an Email Template is used in a Playbook or Active Rule

  • February 18, 2020
  • 2 replies
  • 42 views

We recently moved to a new platform for our help site and are working through updating A LOT of links in our email templates. It’s easy to see from the template screen which ones are used in programs but there is no way to see if a template is currently used in a playbook or which playbooks are tied to an active rule. It would be a great addition so we can avoid the back and forth between playbooks and the template screen.

    2 replies

    nitisha_rathi
    nitisha_rathi
    Expert ⭐️⭐️
    February 28, 2020

    Hi Katie,

    I agree, added to the roadmap.

      katie_b
      katie_bAuthor
      Helper ⭐️
      December 22, 2021

      @nitisha_rathi Any update on where this falls on the roadmap? We’re migrating to NXT in February and during that ‘admin downtime’ one of my goals is to outline our strategy for ongoing cleanup and maintenance of our instance. This would be a huge asset to that project.

      Katie Baker
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