Article
Is there a way to turn on email notifications for specific activity types or all activities across the entire system?
17:04 Aug 06, 2018
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…