Is there a way to turn on email notifications for specific activity types or all activities across the entire system?

Question

Is there a way to turn on email notifications for specific activity types or all activities across the entire system?

Answer

It can be easily implemented by building a business-process. You need to use 4 elements:

  • Starting signal should start business-process when the Activity is modified (specify the field [status] to avoid receiving emails when any other field is modified) and specify custom activities according to the way they are implemented:

  • Then you need to read the actual activity (filter it by ID):

  • You also want to read the Owner's email by reading the contact record:

  • And the actual email sending should be implemented via [Send email] element. Select your mailbox in the [FROM]. In the field [TO] you need to set up the owner's email from the 3rd element. And create an email. You can transfer the Activity or Contact details to the email body/subject.

Here is how the business-process should look like:

Please, find more details on how to create a business-process in our Academy article:

https://academy.bpmonline.com/documents/technic-bpms/7-11/how-create-bu…

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