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Hi,
I would like to set up an internal Subscription in CRM
Two or more fields
- Check Box
- Field(s) where users can enter their name to be notified of changed made to the Case
Links to the User Lookup field.
Note: Each case may not have the same followers or the same number of followers.
Example:
Note:
- Configure using Business Rules
- Avoid using any Web Resources like JavaScript.
Any help is greatly appreciated
Thanks
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How often you want to check and send this notification? Can it be daily or what sort of interval is acceptable to send the notification.
You can have a field on Case mark when the case was last checked for any changes.
Have a workflow that runs regularly - depending on the interval you want
In the workflow, you will have to do the following
01. Check if case fields have changed since last checked, compare the modified on with Last change check date, and if changed, and is subscription is on, then send email
02. Else, you will have to check all the related activities, for this, you will have to create a CWA to check if any changed since the last check, if so, send the email
Have a look at this code file I created to check if a case has any notes created : [View:https://github.com/Kokulan365/WorkflowEssentials/blob/master/Workflows/RecordHasNoteAttachment.cs:750:50]
Your CWA will have to check notes, posts, and activities and possibly other related entities if you want to include them as well
Thanks for your quick response.
Yes email is acceptable, and preferred.
Basically I need that if changes are made to the actual case, and not to the Subscription field or Subscriber lookup fields
Examples: Changes to Activities, Posts, other fields emails to the users in the fields.
Thanks
Hi
I assume notifying be email is acceptable?
if so, create a workflow that triggers on Change of the Subscription field or any of the Subscriber lookup fields.
In your workflow, you can check if the Subscription is ticked and if so, check if any of the Subscriber lookup field has value and if so send them email using the value from the lookup field as the To user
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