Add email CC in workflow notifications followup

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Hello all,

I am looking for a way to set up my workflow in order to send a noification out of the CRM and copy all the CC recipients in the original email case ?

Could you help me plz ?

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Thank you in advance

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LuHao 40,892 on at

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Hi Bad,

If you want to create an email through a workflow and copy all the persons in the email, please follow these steps:

1. We create a workflow for the Email entity, check "As an on-demand process".

2. Add the step "Create Record" - Email, click the "Set Properties" button to set up the email.

3. Select "Email" and "To", click the "Add" button, then click "To (Email)", then click the "To" field, and finally click the OK button, thus adding "{To(Email)}" to the "To" field. Repeat this to add the Cc and BCc fields as well. Save and Close.

4. Activate the workflow.

We click on the Run Workflow button in the command bar in the Email form, select this workflow and add it, it will create an unsent email, we can edit and send it.

(New emails don't pop up automatically, we need to manually enter the email list to select it.)

Hope this helps.

Best Regards,

Lu Hao

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Community Member on at

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Hello Lu,

Thank you for your Help, Unfortunately this wont help me in that specific task because I want to trigger the workflow when the status of the case is set to "Resolved". At this very specific moment, this workflow should inform the contact and all persons who were initially CC the email that crated the case !

Do you have any suggestion ?

Thank you for your help

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RaviKashyap 55,410 Moderator on at

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Unfortunately there is no easy way to achieve this. You may be able to do this with a custom workflow activity i.e. create a custom workflow activity which will retrieve the cc from the first email and then creates a new email with the same cc recipients and send it.

Hope this helps.

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