How to copy email notification added to work notes

PRAGHATIESH S
Tera Expert

all release records in the New state that were not updated during last 8 weeks an appropriate notification will be sent to the Owner (Assigned to) and if not available then to created by (template should be used) copy of the e-mail added to work notes .  How to add that notification in worknote. can anyone help me.

1 ACCEPTED SOLUTION

Hi @PRAGHATIESH S ,

So you can achieve it through an inbound action.

find_real_file.png

In the target table field give the name of the table whose worknotes you want to update and then click on the actions tab in the same form page and follow the below step.

find_real_file.png

You can give any specific condition also if required.

Please mark my answer as helpful/correct if it helps.

Regards,

Maharshi

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5 REPLIES 5

Hi, Thanks for marking my answer as helpful. Can you please mark the answer as correct also if it has solved your issue ? Regards, Maharshi