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.

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.

What is the field type for the Product Specialist?

text

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.

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.

I will give this a try!  Thank you!  Are you going to be at the conference next week?

Hi Michelle,

No, I won't be at the conference.  I'm in New Zealand and won't be back in the USA until November.