Email Notification - Email to the person who created/updated plan

[LinnaW]

Hello,

I have an email notification to send emails when creating or updating a plan. In the Users/Groups in fields, I have 'Created by' and 'Updated by', however, these are string value and not referenced to the User table. How should I setup the fields so every time when a user creates or updates the plan, the user will receive an email?

[Maik Skoddow]

In the "Advanced view" of the notification select the "Send to event creator" checkbox:

[James Chun]

Hi @LinnaW,

Which table is this on? If it's a Task extended, you can use the 'Opened by' field instead of the 'Created by'.

However, there is no replacement for the 'Updated by' field.

You may need to write some email script to fetch the recipient or trigger an event with the recipient's details in the event.

Also, make sure you select the 'Send to event creator' checkbox in the notification record so that they will receive the email even if they are the ones that triggered it.

Cheers

[swathisarang98]

Hi @LinnaW ,

I can think of three possibility so one as mentioned by James you can replace Opened by but not updated by,

and even if you write email script  it will set the cc and bcc not TO in notification,

so better to go with creating a business rule and glide record to sys_user table and get the email id of user(created by or updated by) and trigger an event and pass the email id as parm1 and create a notification and select when to send as Event is triggered.

Please let me know if you need working  example,

Please mark this comment as Correct Answer/Helpful if it helped you.

Regards,

Swathi Sarang