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‎10-11-2018 12:43 AM
Hi all,
When end user commented in RITM, the worknotes should be sent as an email to the corresponding tasks "Assigned To" which are still open, on hold or work in progress. Email should not be sent to the task "Assigned To" person when it is closed complete or closed incomplete.
How to configure email notification for the above requirement. Kindly advise.
Thanks in advance.
Regards,
Vikram
Solved! Go to Solution.
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‎10-11-2018 01:47 AM
You can go as below.
- Create event
- Create Email Notification ( map above created EVENT in notification )
- Create business rule ( after update ; work_notes changes ) condition [ Call above created EVENT in BR ]
- In above business rule; write glide record query over ( sc_task ) against current RITM with task condition state not in closed complete or closed incomplete; and call the above created event in while loop for all tasks
In detail
1. Create event
go to event registry & create event
Create event ( sample event )
2. Create email notification; goto System Notification->Email-> Notifications, and create a new email notification
- select table, enter name
- when to send, select as below & select event created
- select which param will contain recipient, for instance choose parm1
- create your email template or directly write email message, for this I am directly create email message
- choose RITM level fields from the right side fields sections, as of now I have kept basic & you can add more fields as per your requirement
3. Create Business rule on ritm table
- select table & conditions
- write your script
TESTING
Suppose for a RITM there are 4 tasks, now when work notes get updated only two user should receive notification ( Task3 & Task4 )
- Enter work notes & save it or post it
- go to event log to verify if event go triggered or not, here we can see event got triggered here
- now lets check sent / outbox [ in my instance email sending is disabled , so email will stay in outbox
- goto outbox and check , we can see here email got created & sent only for those task / users where task is not closed complete / incomplete
- open any & verify content of email, click verify preview HTML body
- you will see all worknotes in descending orders are listed
- Link to RITM is not displaying need to fix this
- add $ in front of URI, in notification & save it
- now try creating one more work notes, now we can see link is appearing to redirect to current notification record.
let me know if you have any query.
Or mark this as correct & helpful.

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‎10-11-2018 01:18 AM
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‎10-11-2018 01:47 AM
You can go as below.
- Create event
- Create Email Notification ( map above created EVENT in notification )
- Create business rule ( after update ; work_notes changes ) condition [ Call above created EVENT in BR ]
- In above business rule; write glide record query over ( sc_task ) against current RITM with task condition state not in closed complete or closed incomplete; and call the above created event in while loop for all tasks
In detail
1. Create event
go to event registry & create event
Create event ( sample event )
2. Create email notification; goto System Notification->Email-> Notifications, and create a new email notification
- select table, enter name
- when to send, select as below & select event created
- select which param will contain recipient, for instance choose parm1
- create your email template or directly write email message, for this I am directly create email message
- choose RITM level fields from the right side fields sections, as of now I have kept basic & you can add more fields as per your requirement
3. Create Business rule on ritm table
- select table & conditions
- write your script
TESTING
Suppose for a RITM there are 4 tasks, now when work notes get updated only two user should receive notification ( Task3 & Task4 )
- Enter work notes & save it or post it
- go to event log to verify if event go triggered or not, here we can see event got triggered here
- now lets check sent / outbox [ in my instance email sending is disabled , so email will stay in outbox
- goto outbox and check , we can see here email got created & sent only for those task / users where task is not closed complete / incomplete
- open any & verify content of email, click verify preview HTML body
- you will see all worknotes in descending orders are listed
- Link to RITM is not displaying need to fix this
- add $ in front of URI, in notification & save it
- now try creating one more work notes, now we can see link is appearing to redirect to current notification record.
let me know if you have any query.
Or mark this as correct & helpful.
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‎10-14-2018 05:49 PM
Hi,
I tried the above steps. What BR should it be actually? Event is not getting invoked. Can you please assist.
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‎10-14-2018 07:04 PM
Thanks. It worked.