RITM worknotes should be emailed to task "Assigned To"

Vikram3
Giga Guru

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

1 ACCEPTED SOLUTION

RatneshTSN
Giga Guru

You can go as below.

  1. Create event 
  2. Create Email Notification ( map above created EVENT in notification )
  3. Create business rule (  after update ; work_notes changes ) condition [ Call above created EVENT in BR ]
  4. 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

find_real_file.png

Create event ( sample event )find_real_file.png

 

2. Create email notification; goto System Notification->Email-> Notifications, and create a new email notification

find_real_file.png

 

- select table, enter name

find_real_file.png

 

- when to send, select as below & select event created

find_real_file.png

 

- select which param will contain recipient, for instance choose parm1find_real_file.png

 

- 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

find_real_file.png

 

 

3. Create Business rule on ritm table

- select table & conditions

find_real_file.png

 

- write your script

find_real_file.png

 

 

TESTING

Suppose for a RITM there are 4 tasks, now when work notes get updated only two user should receive notification ( Task3 & Task4 )

find_real_file.png

- Enter work notes & save it or post it

find_real_file.png

 

- go to event log to verify if event go triggered or not, here we can see event got triggered here

find_real_file.png

 

- 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

find_real_file.png

 

- open any & verify content of email, click verify preview HTML body

- you will see all worknotes in descending orders are listed

find_real_file.png

 

 

- Link to RITM is not displaying need to fix this

- add $ in front of URI, in notification & save it

find_real_file.png

 

 

 

- now try creating one more work notes, now we can see link is appearing to redirect to current notification record.

 

find_real_file.png

 

 

 

 

let me know if you have any query.

Or mark this as correct & helpful.

 

 

 

 

 

 

View solution in original post

5 REPLIES 5

arielgritti
Mega Sage

Hello

Take a look to this OOTB Business rule

find_real_file.png

 

find_real_file.png

 

Please, mark correct or useful if i helped you

Thanks

Ariel

RatneshTSN
Giga Guru

You can go as below.

  1. Create event 
  2. Create Email Notification ( map above created EVENT in notification )
  3. Create business rule (  after update ; work_notes changes ) condition [ Call above created EVENT in BR ]
  4. 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

find_real_file.png

Create event ( sample event )find_real_file.png

 

2. Create email notification; goto System Notification->Email-> Notifications, and create a new email notification

find_real_file.png

 

- select table, enter name

find_real_file.png

 

- when to send, select as below & select event created

find_real_file.png

 

- select which param will contain recipient, for instance choose parm1find_real_file.png

 

- 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

find_real_file.png

 

 

3. Create Business rule on ritm table

- select table & conditions

find_real_file.png

 

- write your script

find_real_file.png

 

 

TESTING

Suppose for a RITM there are 4 tasks, now when work notes get updated only two user should receive notification ( Task3 & Task4 )

find_real_file.png

- Enter work notes & save it or post it

find_real_file.png

 

- go to event log to verify if event go triggered or not, here we can see event got triggered here

find_real_file.png

 

- 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

find_real_file.png

 

- open any & verify content of email, click verify preview HTML body

- you will see all worknotes in descending orders are listed

find_real_file.png

 

 

- Link to RITM is not displaying need to fix this

- add $ in front of URI, in notification & save it

find_real_file.png

 

 

 

- now try creating one more work notes, now we can see link is appearing to redirect to current notification record.

 

find_real_file.png

 

 

 

 

let me know if you have any query.

Or mark this as correct & helpful.

 

 

 

 

 

 

Hi,

I tried the above steps. What BR should it be actually? Event is not getting invoked. Can you please assist.

Thanks. It worked.