When a Product Specialist field is completed they get an email notification

Hi Michelle,

Yes, it's possible and relatively simple.  Without offending you, here are the steps I'd take:

1. Create the email template you wish to use (I always include a link to the record so the user doesn't need to search for it).

2. Create a Process that triggers when the field doesn't contain a value.  The coding of the start is dependent on the field type.

3. Set the end-point to be "Send Message" with the "To" field being the Product Specialist, and the CC to the assigned TSM.

FYI: I usually add myself as a BCC on new process emails so I may monitor the activity and make any changes that may be needed.

Again, no offense intended.

Hi Michelle,

Yes, it's possible and relatively simple.  Without offending you, here are the steps I'd take:

1. Create the email template you wish to use (I always include a link to the record so the user doesn't need to search for it).

2. Create a Process that triggers when the field doesn't contain a value.  The coding of the start is dependent on the field type.

3. Set the end-point to be "Send Message" with the "To" field being the Product Specialist, and the CC to the assigned TSM.

FYI: I usually add myself as a BCC on new process emails so I may monitor the activity and make any changes that may be needed.

Again, no offense intended.

Bud, no offense, I figured it was possible but am confused as the actual format.  I was trying to use the field but am stuck. I thought it would be easy but when I started writing the bpm became stuck.