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Answered

Send email to the new owner when the owner of a task is changed

Posted on by 141

Hello together,

I would like to set up a workflow that send an email to the new owner of a task when the owner is changed.

For example: User A created a task and assign it to User B. User B should receive a email. 

Could you please provide me suggestions how to set up the workflow? 

Thank you in advance!

MichaelFo96

  • MichaelFo96 Profile Picture
    MichaelFo96 141 on at
    RE: Send email to the new owner when the owner of a task is changed

    Hi Leah,

    thank you so much!!

    However, there is one thing I have to add:

    I first had "owner" in the trigger, which then threw up an error message. By adjusting it to "ownerid" it worked and it is sent correctly.

    Best regards and have a nice weekend

    Michael

  • Verified answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    RE: Send email to the new owner when the owner of a task is changed

    Hi MichaelFo96,

    If you want to achieve your goal through Power Automate, you can refer to the following steps:

    1.Go to Power Automate and create one automated flow:

    pastedimage1670570265593v1.png

    2.Set Trigger:

    https://learn.microsoft.com/en-us/power-automate/dataverse/create-update-delete-trigger 

    pastedimage1670570399493v2.png

    3.Get a row by ID--Get user2 information through owner field guid value:

    https://learn.microsoft.com/en-us/power-automate/dataverse/get-row-id 

    pastedimage1670570618607v3.png

    4.Send an Email action:

    pastedimage1670570825838v4.png

    5.Save.

  • MichaelFo96 Profile Picture
    MichaelFo96 141 on at
    RE: Send email to the new owner when the owner of a task is changed

    Hi Leah,

    thank you very much!

    It seems that our admins deactivated the "Processes" task because they want to do everything in power automate directly...

    Is there a way to create the workflow in Power Automate? How it should look like?

    Thank you in advance

    MichaelFo96

  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    RE: Send email to the new owner when the owner of a task is changed

    Hi MichaelFo96,

    Please Refer to the following steps:

    1.Create one workflow on Task entity: 

    pastedimage1670491526878v1.png

    2.Set Trigger:

    Assign action and Owner field change:

    pastedimage1670491932796v2.png

    3.Add 'Send Email' step:

    pastedimage1670491966716v3.png

    pastedimage1670491992934v4.png

    --Set one user who can send email as sender('From' field), then select task owner as dynamics in the 'To' field

    pastedimage1670492132835v5.png

    4.Save and Active the workflow.

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