work flow

Anusha Medharam
Tera Contributor

‎03-09-2024 04:15 AM

Once I select any contact ‘Escalated To’ Lov, an email should be triggered to the contact and also all upper level contact(s) from the one which is selected should be marked in CC eg. If software group is selected by NOC engineer, then email should be sent to AD TAC and MGR CSA, AD Net Ops should be marked in CC. How to achieve using workflow.

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3 REPLIES 3

Sohithanjan G
Kilo Sage
Kilo Sage

‎03-09-2024 07:12 AM

Hi @Anusha Medharam ,

 

Just want to understand, from where are you selecting upper level contacts. do you have that logic ? 

If so, please show here, so we can give a solution .. 

 

Please mark as Accepted Solution if this solves your query and HIT Helpful if you find my answer helped you. This will help other community mates too..:)
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Anusha Medharam
Tera Contributor
In response to Sohithanjan G

‎03-10-2024 05:58 AM

Hi

In escalation form I have one field Escalation to , that field is reference field from group. When engineer escalate the case he fill escalated to and request source ,In escalated to he/she selected  one group .For example then email should be sent to AD TAC and MGR CSA, AD Net Ops should be marked in CC. How to achieve using workflow.

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chetanb
Tera Guru

‎03-09-2024 07:47 AM

Hello @Anusha Medharam 

 

Better to elaborate your requirement so that you will receive an appropriate guidance here.

 

Regards,

CB

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