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Posted on by sandeepc

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Hi,

I wanted to add user(CRM User ) in CC while sending invitation from CRM to CRM Portal users

Us that possible ?

If yes how

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sandeepc 5,514 on at

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Hi , I have a requirement where i need to send invitation for Portal Users. i want to be in the email as CC . is that possible?

And al the email sent from CRM to portal user. it should have owner of the record who created it in as CC

if yes how?

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sandeepc 5,514 on at

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Any Suggestions will be Marked as Verified

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a33ik 84,331 Most Valuable Professional on at

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Hello,

If I'm not wrong - there is a workflow that is executed to send invitation email - just alter that workflow and add user to the CC of the email.

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cloflyMao 25,210 on at

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Hi sandeepc,

There is an existing workflow Send Invitation for Invitation entity to send email, and we can set CC field in its step 2: Create Email Message.

However, according to step 3: Portals: Send Invitation, the email is sent by the portal action instead of using the commonly used Send email action;

From my test, it seems that CC field will be always cleared even though we had set a value to it. (I tested both dynamic and static value.)

You could check whether the default workflow could work normally in your environment.

I copied the default Send Invitation, and used "Send email" to send email instead, now update operation to CC works. (changed steps 2 and 3)

Regards,

Clofly

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sandeepc 5,514 on at

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I added the step but. the email is going only if both to and cc are same. if the cc person is different then its not going.

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sandeepc 5,514 on at

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two emails were sent if both TO and CC are same. and sent to same person

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sandeepc 5,514 on at

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requirement

Both owner and selected contact should recieve email

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cloflyMao 25,210 on at

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Hi sandeepc,

Did you use the default "Send Invitation" or create a custom one?(I used the copied one.)

Could you share me a screenshot of the step?

Here is mine:

Regards,

Clofly

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sandeepc 5,514 on at

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Defaul one only i added one step

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cloflyMao 25,210 on at

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Was the email still sent with "Portals:Send Invitation" action?(Screenshot below is the default one.)

If the default didn't work for you, it is easy to create a custom workflow as alternative:

Step 1: It is same to the default.

Use "Portals:Encode Invitation Code" action to encode original invitation code of invitation record.

Step 2: Instead of creating an email record and sending it with "Portals:Send Invitation" action,

we use "Send email: Create New Message" to send email directly.

Add the encoded invitation code from step 1 to email body.

Step 3: It is same to the default.

Change Invitation record status to Sent

Regards,

Clofly

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