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Rick SF Admin Time-based Workflow Rule (or Process Builder) that will send email alerts to specific users (or group) based on picklist values selected
I created a WFR formula that automatically inputs/updates (project expiration) Date fields based on the picklist value that is selected. I also created a time-based WFR that sends email alerts 30, 60,90 days prior to that Date. Is there a way that I can set the email alerts to only go to a specific group of users based on the picklist value that is selected?
Example:
IF Picklist Value = Project A or Project B or Project C
Send the 30 day (60 or 90 depending on the expiration Date field) email alert to User 1 and User 2 ONLY
IF Picklist Value = Project D or Project E or Project F
Send the 30 day (60 or 90 depending on the expiration Date field) email alert to User 3 and User 4 ONLY
This is my current Time Based Workflow Rule:
Description: Notifies management 30/60/90 days prior to Project#1 Exp Date
Rule Criteria: Project: Project #1 Exp Date NOT EQUAL TO null
Time-Dependent Workflow Actions
Email Alert Alert 90 days before Project#1 Exp Date
Email Alert Alert 60 days before Project#1 Exp Date
Email Alert Alert 30 days before Project#1 Exp Date
Example:
IF Picklist Value = Project A or Project B or Project C
Send the 30 day (60 or 90 depending on the expiration Date field) email alert to User 1 and User 2 ONLY
IF Picklist Value = Project D or Project E or Project F
Send the 30 day (60 or 90 depending on the expiration Date field) email alert to User 3 and User 4 ONLY
This is my current Time Based Workflow Rule:
Description: Notifies management 30/60/90 days prior to Project#1 Exp Date
Rule Criteria: Project: Project #1 Exp Date NOT EQUAL TO null
Time-Dependent Workflow Actions
Email Alert Alert 90 days before Project#1 Exp Date
Email Alert Alert 60 days before Project#1 Exp Date
Email Alert Alert 30 days before Project#1 Exp Date
Best Answer chosen by Rick SF AdminI think you're trying to accomplish this with one WFR, it would be easier to create a different WFR for each group you want to send the email to.