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Send a BPM email to multiple non contact addresses

Damien Pochon

Hello,

We have a specific use case in which a custom object (child of account) needs to trigger an email to several persons. The recipients are users attached to opportunities of the parent account (2 different users). 

With the standard BPM "send email" action, I can't cycle through the users linked to children opps. 

We had the idea to gather the addresses on the Account in a custom text field. This works until you have several addresses. 

I tried to separate email addresses with commas, semicolons and semicolons + space but I'm always getting errors in the logs: "PHPMailerProxy encountered an error: Invalid address:". 

Any idea? I' d rather avoid code for this. 

Cheers,

Damien

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    Hi ,

    I had a similar need - to alert all of the owners of all of the "child accounts" when an activity was entered in the "parent account".  Here's what I did:

    • Create a new Relate field in the accounts module (mine was named: "Bill-To Account Credit App Status")
      • I set it visible if the account record was a child record: ("Ship-To Account" in my case)
      • I set the "Credit App Status" field to be visible if the account was a parent record. 
    • Create an email template with the information desired
    • Create a BPM that is triggered on a change to the new relate field
      • The BPM just has the closing step to send the email to the child account record Owner

    When the parent account's credit app status is changed, the process triggers for each of the related child accounts.  The one drawback is that if a person that owns multiple child accounts, they will get the same email for each one.  The text of the email includes the name of the child account so it's not an identical email.

    I think this would work in your situation.

    Bud Hartley | Cape Foulwind, NZ (and Oregon, USA)

Reply
  • 0

    Hi ,

    I had a similar need - to alert all of the owners of all of the "child accounts" when an activity was entered in the "parent account".  Here's what I did:

    • Create a new Relate field in the accounts module (mine was named: "Bill-To Account Credit App Status")
      • I set it visible if the account record was a child record: ("Ship-To Account" in my case)
      • I set the "Credit App Status" field to be visible if the account was a parent record. 
    • Create an email template with the information desired
    • Create a BPM that is triggered on a change to the new relate field
      • The BPM just has the closing step to send the email to the child account record Owner

    When the parent account's credit app status is changed, the process triggers for each of the related child accounts.  The one drawback is that if a person that owns multiple child accounts, they will get the same email for each one.  The text of the email includes the name of the child account so it's not an identical email.

    I think this would work in your situation.

    Bud Hartley | Cape Foulwind, NZ (and Oregon, USA)

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