Hi Team,
I have implemented a Business Process that sends an email notification whenever a user is @mentioned in a Case feed. While the emails are sending successfully, they are not appearing in the Case Timeline tab.
How can I properly associate the Email activity created by my process with the parent Case object so that these notifications are logged and visible in the Timeline widget?
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Hello,
To ensure that email notifications sent by your business process are visible in the Case Timeline:
1. Please verify that the Activity (Email) record generated by the process includes a direct association with the Case. The "Case" field (CaseId) of the Activity must be set to the Id of the related Case when creating the Email activity.
2. Additionally, check that the "Log activity" flag is enabled in your email element within the BP. If the checkbox is selected, the process will create a corresponding activity when executing this process step. Selecting the checkbox will make the Email connections field group available.
Best regards,
Malika