Send email notification when a field is changed... RRS feed

  • Question

  • We have a two option field on a form and I want to send an email to a particular team member when it is changed to Yes. How do I go about doing that? Please keep in mind, I'm a CRM n00b.  :0)
    Friday, May 9, 2014 6:54 PM

All replies

  • Hi,

    Create a system workflow. Trigger the workflow on two option field on change.

    In the workflow check  the condition like if the two option field value is true,

    then send email to respective team. Direct you can add the send email option in the workflow.



    Monday, May 12, 2014 9:59 AM
  • There are two options:

    1. Create a workflow, use if to set the condition and send the email once the condition is true.

    2. Create a plugin, check the condition and send the email, register the plugin on the save and create on the entity.

    The first option can be done without coding, the second one need coding work.


    Monday, May 19, 2014 6:43 AM