1 respuesta
Hi Stefanie,
You cannot use workflows on Notes and Attachments.
You will need a Trigger to accomplish this and if you are looking to do something declaratively, you will need to do the below.
Create 2 Custom fields on Contact Object, Data Type: Number and label the fields as Count of Notes and Count of Attachments respectively.
Using one of the below mentioned tools, Rollup the Count of Notes and Attachments to the resepctive Count fields
Declarative Lookup rollup Summaries Tool
Rollup Helper
Flow with Process Builder
Once you have the rollup Count, you can either create a workflow or Process Builder on the Contact Object to send the email to the owner field.
Evaluation Criteria: Created and everytime its editedRule Criteria:
OR(
AND(
ISCHANGED(Count_of_Notes__c),
Count_of_Notes__c > PRIORVALUE(Count_of_Notes__c)
),
AND(
ISCHANGED(Count_of_Attachments__c),
Count_of_Attachments__c > PRIORVALUE(Count_of_Attachments__c)
)
)
Immediate Action: Email Alert
Select your Template
Select the Recepeint as Owner fied
Save, Done and Activate the Workflow rule.
