Send the same email notification to different users when a new demand is created?

yjeon92
Tera Contributor

I'm trying to send out an email notification when a new demand is created BUT it will only go to certain people based on who opened the demand.

 

Example: 

Someone from HR created a new demand and this email notification should go to people who are taking care of all HR requested.  OR someone from legals created a new demand and this email notification should only go to the people who are taking care of legal's request.

 

What would be best practice?  Should I create the same new demand email notification with the conditions of the opened by: user's department or use a flow designer to send out the email notification?

1 REPLY 1

James Chun
Kilo Patron

Hey @yjeon92,

 

Both options will work but I think using a Flow is not necessary as you are simply triggering a notification.

I think you can do one of the following:

  • Generate an Event that triggers an email notification through a BR. The event should contain the recipient(s) in its parameter.
  • Create a logic where it automatically populates a group field or a user field (e.g. watch list) in the demand record depending on the requestor's department. Then use these field(s) as the recipient of the email notification. I am not familiar with the Demand records but pretty sure there are OOB fields that can fit for this purpose.

I assume these people will have access to Demand records and will be continuously monitoring its progress. If so, I would recommend going with the 2nd option.

 

Hope it helps, cheers