Change Request Calendar Invite

Community Alums
Not applicable

I am trying to configure the Change Request process to send the calendar invite (change.calendar.integration template) only once the Change Request has been approved (changed to appropriate state), as opposed to the invite being sent as soon as the change is submitted (Request Approval). I attempted to add a condition on the template/notification to send when the state 'is' or 'changes to' 'Scheduled' (a custom state we created), but it does not end up sending out the notification at all. If I remove the condition, it starts working again. I wonder if I am missing something simple here. Here is a screenshot of the conditions on the notification (Notify Change Calendar):

 

CR_conds.jpg

All of the conditions above the one I added were default out of the box as far as I can recall. I also tried using 'is' as the qualifier as well as what is shown above ('changes to').

 

Any assistance here would be greatly appreciated. I am sure I am missing something simple.

8 REPLIES 8

Michael Fry1
Kilo Patron

I think you have to use an Advanced condition to send a notification based on the current record, and changing field values. Did you try that?


Community Alums
Not applicable

Michael, no, I will try that, thanks for the suggestion!


Kalaiarasan Pus
Giga Sage

since you are using a custom state, did any of the field changes while state is changed?



planned dates or assigned to ?


Community Alums
Not applicable

No, not that I am aware of. It's all set via the workflow.