Need help with Resource assignment notifications

[psyherin]

Hi ,

I am new to SPM and while I am trying to figure out the SPM, I have noticed that a lot of notifications are not available OOTB. 

What I would like to do is setup a email notifications on Resource Assignment table (sn_plng_att_core_resource_assignment) which basically after the record is "Approved" sends email notification to the assigned to person on the record but also send email to the Project Manager or the Demand manager based on the record. 

I know this can be done via the email notifications under who will receive to add "assigned to" but I am not able to figure out how to get the Project Manager or the Demand manager. 

I am not sure but may be mail script ? I am new to mail script so trying to figure out how do I go about scripting the logic.

Anyhelp is appreciated. 

Thanks

[Mark Manders]

I assume you are assigning the resources to the task? 

To make it easy on you: create a flow for this and trigger it on approval of the record. You can then use the 'send notification' action to send the email to the user and use the 'send email' action to send it to the project manager/demand manager or whatever manager the task has.

You could do this easy by creating a flow variable like 'manager'. And you do a lookup to the task table to check on the task_type. Then you can use 'if/else' to get the user from the record: if task_type is demand, lookup demand record with sys_id from task and set variable to demand manager. Else if task_type is project, lookup project record with sys_id from task and set variable to project manager. When you have done this for all the tasks you are assigning users to, you can just set that in the 'send email' action as 'send to'.

[Damian Martinez]

Hello @psyherin 

I have created a similar notification, this information might help.

My notification triggers when a resource plan changes to allocated.

The notification will be received by the user who created the resource plan, which is usually a project manager and the assign to person which is the confirmed allocated resource.

For tables where the project manager field is not available, what I have done is create a custom field for project manager, when when the project manager is set in the project record, the custom field will also be populated with help of a script,this field is hidden for users, but in the notification now you can select the project manager and he will receive the notification.

Regards.