Is it possible by OOB workflow can i take two email fields from the custom entity RRS feed

  • Question

  • Hi All,

    Currently I have a custom entity(configuration) which is having relationship with the Business unit(each BU has one configuration record), in turn business unit is having relationship with the incident entity. I have a requirement where in I have send email to two different department people on approval of the incident, currently I have one text email field in the custom entity which i am using for one department in the workflows(with the help of modification in system settings to accept the unresolved recipient in the workflow). My doubt is can I have another text email field in same custom entity which can also have email configured for the other department ? What I have to do to have them in my workflow ? Also how type multiple email ids configured in same field ?

    Kindly suggest me.


    Rekha J

    Wednesday, August 3, 2016 4:37 AM

All replies

  • Greetings Rekha,

    To start, what version of CRM are you currently using?

    We may need a little clarity on how your "text email field" is intended to work on your configuration entity, however, I will provide what I would do in this scenario:

    1. What [action] is done on the Indecent entity that would trigger the emails to be sent (when record is create, modified, deactivated, etc...)?

    Lets say you want the email notification(s) to go to the two required departments when a new incident record is created:

    1. Create a new CRM workflow that triggers when the record is created
    2. Create a workflow action to send an email notification(s)
    3. In the email notification, set the email [TO] filed to be the department [Queues] you need. (Queues are a great tool to utilize when you want notifications to go to a department rather then an individual, this will also add a TASK to the queue)

    Note: you can send multiple emails from a single workflow.

    Hope this helps.


    Wednesday, August 3, 2016 7:36 PM