We have a TSM who gets assigned to an opportunity and a Product Specialist at times who may also be assigned. Either can enter the opportunity and I am trying to build a BPM to notify both users when the field Product Specialist is not empty. Is this possible and if so please let me know the steps. Thank you.
Hi Michelle,
Set the Start for the Product Specialist Field to be not blank
To send an email to the Assigned User and Product Specialist, and you'll need to code the logic to get the email address of the Product Specialist since the field is text. The same is true if you are using a dashboard notice for the process.
If the field was a Contact Relationship instead of text it would be easier :-)
Here's a simple process design for sending an email:
The trick will be the logic for the exclusive branch:
Some consistency and uniqueness would be needed for the content of the text field so you can point to the correct "send email" or dashboard notice. You could use a Business Rule instead to determine which Product Specialist should be included.
ANOTHER CONSIDERATION:
I had a similar situation where a text field was used, and I needed to change it to a contact module relationship. It was a weekend project to create the new relate field, then populate it for all of the open records based on the content of the text field. When it was done, I changed the layout.
Bud Hartley | Cape Foulwind, NZ (and Oregon, USA)
