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Send out email to users when certain field in a form is filled.

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Posted on by ovx-wxu

Hello,

I'm working on a custom form, and there is a field in the form where users can fill with other users. For example, Project Manager: John Doe.

I would like to use either an event handler or a business rule to send out an email to the user (John Doe), whose name has been mentioned in this field, notifying them that they were assigned to a project.

What would be the best way to achieve this?

Thanks,

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OmarZaarour 1,705 on at

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Hi ,

Business rules don't send Email. If that user is a Dynamics or CDS user then you can either create a workflow or a Flow that runs on the change of this field. The workflow or the Flow have quite straightforward "Send Email" functionality.

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ovx-wxu 5 on at

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Will the workflow or flow be able to capture the user record in the field?

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OmarZaarour 1,705 on at

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Yes, they both have that functionality

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SS-01100907-0 Microsoft Employee on at

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Hello,

Create a workflow which will trigger on field change.

Thanks, Soumen

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Community Member on at

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You can't create a Business Rule to send an email, create a background workflow or Power Automate(Flow) that trigger on the field change(incase of workflow) / update entity(incase of Flow) and send the email.

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LuHao 40,892 on at

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Hi partner,

You can create a workflow to achieve it.

Her are steps.

1.create a new workflow.

2.Add step.

(1) set condition.

(2) set send email.

3.Click Save and Active button.

4.Test.

(1) create a record that Manger field contains data.

(2) The email sends successfully.

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