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So, I figure I must have missed something in setup, but if you wish to manually assign cases to users and then have them receive an email that they have a new case, how does one go about doing this? I have created a Notification Template, but it seems like I am missing the "trigger" that would launch the template.
Any help with even pointing me in the right direction would be helpful.
Thanks,
Todd
Hey Todd,
Are you using the Owner field pictured below to determine who the case has been assigned to?
If so, I would recommend using the Automation Notifications screen to setup the notification. This screen allows you to setup email notifications on any screen. The "trigger" is whenever the save button is pressed on the screen.
The key is having the notification sent dynamically to the Owner like this:
And making sure to also list the Owner field on the Fields tab like this. If you don't do this, then they will get a notification every single time someone saves anything on a case that has them as the owner. Listing Owner on the Fields tab tells Acumatica to only send the notification if the data in the Owner field has changed.
You da man! I needed to enable the "Change Notifications" feature that I had turned off for some reason as well. Then I had to setup the Automation Schedules and everything worked like a charm.
Thanks a bunch!
Sweet. Thanks for the feedback.
Glad you brought up the Change Notifications feature. One good thing here is that, as far as I know, this feature is included in even the most basic Acumatica SKU. It should just be a matter of turning it on.
Sorry to bring this old topic up.
I'm trying to get auto email notification when Lead Owner is changed.
Followed the above and it works.
However, the email that was created is in "Draft" status, instead of the "Pending Processing" like I normally see when I use the normal Approval Notification function.
Is there anywhere else that I need to configure?
Thanks.
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