I want to send a notification to all users with a specific functional role. I know how to get the list of users with the role from User in role, then get the contacts for the users from User profile. How do I feed the list of contacts or their email addresses to the Send email process element?
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Dear Janine,
Unfortunately as for now there is no way to specify a role in the "Send email" element of the business process. But here is the solution that can fit your needs: you can specify one recipient in "To" field in the business process "Send email" element and on mail-server side you can setup filters which will transfer notification emails to some specific folder and then mail-server can transfer all emails sent to this folder to other mailboxes. And it will fit your business target. But I will notify our R&D team about your question and ask them to develop new logic that allows using roles in "To" field.
Best regards,
Oscar
Oscar Dylan,
Unfortunately, I don't have access to configure anything on the mail server, except my own account. I need to be able to email a collection of users, contacts or email addresses in the process. I could use a section that is a collection of contacts and iterate through it, but that will require maintaining a duplicate set of information, much like maintaining an Outlook distribution list that gets updated manually. Thanks for forwarding the suggestion.
Janine White,
Well, there is another way how you can achieve a target. You can sync the mailbox for notifications with bpm'online. After that you can share access to this mailbox to a functional role needed. You can also specify that the application sync emails only from some particular folder. On mail-server you can create a filter which will put all notifications sent to this mailbox to a folder and as a result all users of this functional role will receive this email directly into the application and they will be able to see it.
Best regards,
Oscar
Oscar Dylan,
The only mailbox I have available is mine, which I do use for sending notifications. I don't have access to change mail server settings, which is handled by IT. It would be a security breach to expose reading emails in my mailbox to other people.
Janine White,
Dear Janine,
Unfortunately as for now it is the only way to achieve a target: you need to sync another mailbox with the application (not your personal, but some work mailbox that can be used by employees), grant access rights for this mailbox to other system users based on their functional role and use it for reciving notifications. Developing new functionality on this topic demands huge work and changes applied to core features so it is the most easiest way to achieve a target now. Please use a separate mailbox with granting of access to functional role.
Best regards,
Oscar
Oscar Dylan,
I requested an Outlook distribution list that I can manage to send the notifications when the project is live. I'd rather not have to maintain two separate lists, but it will work for now.
You can try this template https://marketplace.creatio.com/template/email-users-within-functional-…;