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06-10-2024 09:36 PM
If the CTASK ‘Assigned to’ value changes from Person A to Person B; Person A receives an cancel notification and Person B receives a new notification.
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06-10-2024 10:04 PM
Hi @Ajay Singh2
Create a Business Rule, Before Update
Table = sc_task
condition = person field changes
var previousAssignedTo = previous.assigned_to.getDisplayValue();
var newAssignedTo = current.assigned_to.getDisplayValue();
// If the Assigned to value has changed, handle notifications
if (previous.assigned_to != current.assigned_to) {
// Send cancel notification to the previous assignee
if (previous.assigned_to) {
gs.eventQueue('task.assigned_to.canceled', current, previous.assigned_to, previousAssignedTo);
}
// Send new notification to the new assignee
if (current.assigned_to) {
gs.eventQueue('task.assigned_to.new', current, current.assigned_to, newAssignedTo);
}
}
Please update the script according to correct field and names.
Step 2: Create Notifications for the Events
1. Navigate to System Notification> Email > Notifications.
#### For Cancel Notification:
Configure the notification with the following properties:
- Name: e.g., “Assignment Cancel Notification”
- Table: Choose the appropriate table (for example, Change Task).
- When to send: Event is fired
- Event name: task.assigned_to.canceled
#### Who will receive:
- Users/Groups in fields: event.parm1 (this is where the previous assignee should be identified)
#### Email content:
- Subject: “Assignment Cancelled”
- Message HTML: “Your assignment on task [task number or other info] has been cancelled.”
#### For New Assignment Notification:
Configure the notification with the following properties:
- Name: e.g., “New Assignment Notification”
- Table: Choose the appropriate table (for example, Change Task).
- When to send: Event is fired
- Event name: task.assigned_to.new
#### Who will receive:
- Users/Groups in fields: event.parm1 (this is where the new assignee should be identified)
#### Email content:
- Subject: “New Task Assignment”
- Message HTML: “You have been assigned a new task: [task number or other info]”
Please Mark this Helpful and Accepted Solution. If this Helps you to understand. This will help both the community and me..
- Keep Learning
Thanks & Regards
Deepak Sharma
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06-10-2024 10:04 PM
Hi @Ajay Singh2
Create a Business Rule, Before Update
Table = sc_task
condition = person field changes
var previousAssignedTo = previous.assigned_to.getDisplayValue();
var newAssignedTo = current.assigned_to.getDisplayValue();
// If the Assigned to value has changed, handle notifications
if (previous.assigned_to != current.assigned_to) {
// Send cancel notification to the previous assignee
if (previous.assigned_to) {
gs.eventQueue('task.assigned_to.canceled', current, previous.assigned_to, previousAssignedTo);
}
// Send new notification to the new assignee
if (current.assigned_to) {
gs.eventQueue('task.assigned_to.new', current, current.assigned_to, newAssignedTo);
}
}
Please update the script according to correct field and names.
Step 2: Create Notifications for the Events
1. Navigate to System Notification> Email > Notifications.
#### For Cancel Notification:
Configure the notification with the following properties:
- Name: e.g., “Assignment Cancel Notification”
- Table: Choose the appropriate table (for example, Change Task).
- When to send: Event is fired
- Event name: task.assigned_to.canceled
#### Who will receive:
- Users/Groups in fields: event.parm1 (this is where the previous assignee should be identified)
#### Email content:
- Subject: “Assignment Cancelled”
- Message HTML: “Your assignment on task [task number or other info] has been cancelled.”
#### For New Assignment Notification:
Configure the notification with the following properties:
- Name: e.g., “New Assignment Notification”
- Table: Choose the appropriate table (for example, Change Task).
- When to send: Event is fired
- Event name: task.assigned_to.new
#### Who will receive:
- Users/Groups in fields: event.parm1 (this is where the new assignee should be identified)
#### Email content:
- Subject: “New Task Assignment”
- Message HTML: “You have been assigned a new task: [task number or other info]”
Please Mark this Helpful and Accepted Solution. If this Helps you to understand. This will help both the community and me..
- Keep Learning
Thanks & Regards
Deepak Sharma