I have managed to create a notification in business process. But what I need upon clicking this notification, i want to open the record. Any idea how can I achieve this?
I recommend to check the realisation in base functionality. When case reopens, the notification is sent. Business process that is responsible for it calls "RunSendNotificationCaseOwnerProcess". Please note, on this process element and class http://prntscr.com/n3pl3e
Hi everyone. I'm starting with bpm'online and I have a question related to reminders. I know that in an activity we can send reminders to author and to the owner, but here where I work arise the need of remind everybody in the same department of the owner, I mean, imagine the owner is someone that works in commercial department, so everybody in commercial department should be notified. Do you guys know how can I do it?
In the current version of the application there is no option to send the reminders to a separate department, however, you can add the members of the department separately on the participant tab of the activity page. Here is the example - http://prntscr.com/n0jlym Thus, all the participants will get the notifications.
Thanks for reply. That's exactly what I thought. Do you know whether can I import a list of participant on the same excel I'm importing the activity? I need to import a list with about 120 activities and add at least 3 or 4 participant per activity. It is not easy to set one by one.
It is not possible to import the activity with all participants, however, you can create a separate excel file and import the participants into already imported activity. For instance, I have the activity where I want to add one more contact http://prntscr.com/n0z3gc . I need to prepare the excel file with the contact and add the column with the activity title - http://prntscr.com/n0z498
After that, I just need to go to the data import section, choose 'activity participant' object http://prntscr.com/n0z55p , map the columns and start the process. As the result, I have the required contact in the list of the participants. http://prntscr.com/n0z671
Once more solution, is to import the list of participants directly on the detail of the activity, however it is convenient to use it if you have a lot of participants http://prntscr.com/n0z9hz
Hello, can you disable the automatic email response for a new case being created, but for only one specific contact?
An example of our use case:
our email address alerts@ourcompany.com sends automated emails to a case creation email address (support@ourcompany.com ) any time a server goes down. Since alerts@ourcompany.com is unmonitored, it accumulates a massive amount of "your case has been received" emails and the inbox is growing very large and taking up space.
Is there a way to prevent the "your case has been received" emails from being sent to alerts@ourcompany.com however still have those emails sent to other contacts who send emails to create cases?
The easiest way to do it will be to create separate type of cases created by emails from this mailbox (for example Alert case type). Since there is no notification rules in Case notification rule lookup for this category no notifications will be sent.
Oh perfect! that makes sense! How would I automate that so the "type" column gets updated to "alert" prior to that case notification rule getting used? If I create a business process that says "if new record is added, and filter by created by = Alerts@ourcompany.com then update type to = alert" would that work?
Or do I need to add a subprocess to a current process such as "IncidentRegistrationFromEmailProcess"?
Thank you Angela. The problem with that, is the Alerts mailbox is the sender, and the support mailbox is the recipient contact that is in the "list of mailboxes for case registration" lookup. There are many other contacts that also email support to create a case so we need to leave the category for support as it is in the lookup.
However, I tested in pre-production and used a current process to update the category when a new case gets created and contact = alerts. This looks to have worked, in pre-production when the case was created there was no email sent back to alerts to notify of the case. In production where I haven't made any changes, there was a response sent. So I'm satisfied and will set this up in production now.
I spoke to soon to say my solution worked. Even though my process successfully updated the category to alert, the auto response looks like it had already occurred. This brings me back to the timing question of when does this auto response get generated? Which process is it a part of?
Angela, regarding your idea of updating the category in the "list of mailboxes for case registration" lookup, that wont work because we use support@healthefx.us for other senders to create cases and those should be service request category as it is set up below.
Once again, I may have resolved my own question. I found a process that runs earlier and added the category modification step to that process. Now cases are coming in from Alerts and there is no case notification response being sent. This is what I was trying to achieve. Thanks!!!
