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Triggering email send via workflow when task created.

Former Member
0 Kudos

Hi all.

In my scenario I want to trigger e-mail send to a fixed address when task of certain type created in CRM Web UI. How can i configure such process?

Regards to all.

Accepted Solutions (1)

Accepted Solutions (1)

bpawanchand
Active Contributor
0 Kudos

How can be same question posted again and again for sending mails again when a task is created or when a workitem is created....

Iam sure you would not have searched the forum itself you have enough blogs articles and threads which have extensively discussed about this topic... and again.......

I abused .....

Answers (2)

Answers (2)

Former Member
0 Kudos

Hi ,

Please create a condition which will have two legs one for the condition to be true and vice cersa. when condition is true create a task in which add a method to send a mail to the particular id.

Regards

Anik

Former Member
0 Kudos

Anik thank you for your answer. I try to create workflow by this scheme, but there are no email sending. Maybe you could link on some tutorial?

Regards

former_member185167
Active Contributor
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Hello,

Just use a SendMail step. Try sending a mail to yourself first using that step.

regards

Rick Bakker

hanabi technology

former_member185167
Active Contributor
0 Kudos

Hello,

First step: create the task and then check the event trace SWEL (turn it on with SWELS) to see if an event is created.

regards

Rick Bakker

hanabi technology