Hello SF community,
I have created a custom object with a custom look-up field (Users), "Solution Consultant Assigned."
I need to have an Email Alert sent to the User that is added as the "Solution Consultant Assigned."
To do this, I set up:
1. A hidden email field, "Test - SC Manager Email" on my custom object
2. An email Alert that has the Recepient set to Email Field (the Email Field selected is "SC Manager Email").
3. I then created a Process Builder as follows:
- Criteria:
Field Operator Type Value
[Test - SC Manager Email] Is Null Boolean True
- Immediate Action 1:
Field Type Value
[Test - SC Manager Email] Field Reference [Solution Consulant Assigned]Solution Consultant Assigned_Email
- Immediate Action 2:
Email Alert
The "Test - SC Manager Email" field is getting prefilled with the "Solution Consultant Assigned" BUT no email alert is getting sent :(
I'm not sure what I'm missing or what I'm doing wrong. Any thoughts?
Thanks,
Boshra
3 个回答
Hi Parul,
Thanks so much for your help.
I didn't see the "Related User" option for the Email Alerts (smh), not sure how I missed that! So, thanks for brining my attention to that.
I tried what you suggested (via Workflow Rule) and it didn't work, I still wasn't getting an email notification.
I decided to add Is New to the formula to see what would happen and it worked!This is what I added as my Rule Criteria for the Workflow:
OR (
ISNEW(),
ISCHANGED ( Solution_Consultant_Manager__c ))
Thanks again for the help :)Boshra
