Send mail to Delegates

[subramani]

Hi All,

Can anyone create an email notification to delegates when he is added as delegate.

The mail should only contain the fields which are checked(true).

Fields in delegate tables are:

Approval,

Assignment,

CC Notification,

Meeting Invitation.

Thanks,

Subramani

shloke04harishkumar

[oharel]

Hi,

Need to know what is not working. is the email sent? maybe the variables are not showing properly?

Make sure that the notification is set to the correct table and that you have updated/inserted checked.

To test the script, go to background scripts (System definition -> Scripts - background) and run it from there:

var current = new GlideRecord('sys_user_delegate')
current.get('001a4f584ff94b40507a50528110c7a5') //<-- a sys id of one of the delegate records

if(current.approvals == true)

gs.print('Approvals: true' + '<br \>');

if(current.assignments == true)

gs.print('Assignments: true' + '<br \>');

if(current.notifications == true)

gs.print('Notifications: true' + '<br \>');

if(current.invitations == true)

gs.print('Invitations: true' + '<br \>');

The output should be (for any checked box)

*** Script: Approvals: true<br >
*** Script: Assignments: true<br >
*** Script: Notifications: true<br >
*** Script: Invitations: true<br >

harel

[GeoffreyOptumOp]

So just to confirm.  When a user is made a delegate, there is nothing out-of-the-box which notifies that user that he is now a delegate?

You have to roll your own notification?

(That surprises me; so just wanted to confirm.)

[oharel]

Not that I know... you probably have to create your own notification, yes.

[shloke04]

Hi,

Notifications are automatically triggered to the Delegated Users OOB. So you don't need to Configure any Notification for Delegation separately.

Simply Configure your Delegate Form and that would do as shown below:

Only thing to keep in Mind is Delegation is Not retroactive i.e. If there are any pending Approvals before the Delegation Begins The Delegate Users won't receive those Notifications.

Hope this helps.Mark the answer as correct/helpful based on impact.

Regards,

Shloke

[shloke04]

Hi,

Did you got a chance to Test the Solution provided for your query.

If your query is Resolved, Please mark the answer as correct so that the thread can be removed from the Unanswered list.

Regards,

Shloke