You are viewing limited content. For full access, please sign in.

Discussion

Discussion

Email Service Task to a specific user in the approval process

Forms
Updated January 10, 2024
posted on January 6, 2021 • Show version history

I have a form where multiple people have access at different steps.  The person in the 2nd of 3 steps and needs to be notified by email once the entire process is completed.  They are not the initiator or previous submitter.  How do I identify the Analyst in the email Analyst Email Service Task?

Process Map.PNG
Process Map.PNG (7.19 KB)
Download
0 0
replied on January 6, 2021

How did you assign the analyst user task? If it uses a variable, you can use the same variable to email that user in the email service task. If it uses a team, I would add a hidden field on the form (set to save data when the field is hidden) that defaults to the current user email. When the user task is assigned and loaded by a member of the team, the hidden field will be populated with their email. You can then use that variable to send the email. 

1 0
View 2 previous replies
replied on January 7, 2021

They assign it to themselves from the unassigned list in the inbox.

0 0
replied on January 7, 2021

Then my second method will work. 

Add a field on the form called Analyst Email and set the default value to the current user email address. If you don't want the analyst to see that field, you can use a field rule to hide the field, but make sure it's set to save data when the field is hidden. 

When the analyst assigns the user task to themselves from the unassigned list, that hidden field will automatically be filled with that user's email address. You can set the email service task to send to Analyst Email. 

2 0
replied on January 7, 2021 • Show version history

I smell a feature request @████████ lol.

We have the "Previous Submitter" and "Previous User Submitter" process variables available when setting the email recipient, so maybe a "Task Submitter" option that lets us choose the submitter of any previous task even if it was a few steps back.

Now that we have the "User Tasks" grouping in the normal process variables for things like resume id and task links, it seems like this could be a next logical step.

3 0
replied on January 7, 2021

Thank you Jared.  That worked.

0 0
replied on January 10, 2024

This is close to a problem I have, except that I need to send a notification to Teams that may still be pending assignment. 

Can someone help?

0 0
You are not allowed to follow up in this post.

Sign in to reply to this post.

Details
Attachments
Related Posts
Loading ...