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Anushka Khandekar
workflow rule date
I’m working on booking scheduler app using lighting on this. In last page when I was booked the appointment there is Escalate button which is call the aura method passing event ID This is the process -update "Escalation Date/Time" with current date/time Now I'm trying to build a workflow rule to send an email alert if clicking the Escalation
I'm trying to build a workflow rule to send an email alert if clicking the Escalation(Event). I haven't found an easy way to do this using workflow rules and may need a formula. Anyone know of a simple way to do this (with our without a formula?)send email to supervisor(Agent Object)
I'm trying to build a workflow rule to send an email alert if clicking the Escalation(Event). I haven't found an easy way to do this using workflow rules and may need a formula. Anyone know of a simple way to do this (with our without a formula?)send email to supervisor(Agent Object)
Please follow below stesp -
1. Create new checkbox field say isEscalate
2. While updating Escalation Date/Time field update isEscalate field aswell.
3. Write Workflow rule and put condition as isEscalate =TRUE
4.Then add email alert in Workflow Rule action.
Hope it will help you.
Let me know your views on this.
Regards,
Kakasaheb