chriscorcoran Posted December 18, 2018 Posted December 18, 2018 Hi We have a couple of cases for a product where we need to email Directors or Managers outside of Hornbill if a call is raised under a particular service and location. I'm trying to work out the best way of doing this within the business process? or through email templates? Any thoughts. Thanks
Conor Posted December 18, 2018 Posted December 18, 2018 Hi @chriscorcoran I'd do this with a simple decision node in the BPM. Create a specific email template for the Directors and/or Managers outside of Hornbill, and then invoke the relevant business process when a request gets logged against the relevant service. Use a decision within the process at whatever point you want to check the service and/or location, and if it matches then send an auto email to the relevant users using the newly created email template. If there are multiple options then you will need multiple nodes - one for each option (i.e. just managers, just directors, both managers and directors, etc. if required) If the service / location don't match the required condition in the decision node then it won't send the email at all. You can have multiple conditions within one branch of a decision too, so you can check for both location and service at the same time (if that works best for your situation). Thanks Conor
chriscorcoran Posted December 18, 2018 Author Posted December 18, 2018 @Conorthanks I will give that a shot.
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