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Julien Camp CASE Object: Only emailing the Case Owner once.
Hello!
Does anyone know a way to only email a Contact only once when a Case is created with the following in mind?
Best,
Julien
Does anyone know a way to only email a Contact only once when a Case is created with the following in mind?
- There's the checkbox at the bottom of the New Case pop-up to enable a notification email to go to the Case Owner notifying them of a new case - however;
- We have an additional Process that notifies the Case Owner via email that there are some fields without data that will need to be completed in the future. If the Case is indeed missing data in the subject fields, is there away to bypass the standard new Case Notification Email and only send our custom Email about the missing fields? Could the Case: SystemModStamp come into play somehow in the Process filter criteria somehow?
Best,
Julien
My Suggestion,
Answer for your Q 1: The checkbox your specifing is a Standard one, you need to remove it from the layout.
Answer for your Q 2: To Bypass, you need to create a workflow and an email template, in the email template you need to make a template as "New case has been created" with additional check the Condition for you Black fields and says it 'Subject is blank'. If you go with VisualForce Email Template, it would be easy to check for the "Blank" or "null" field values.(Make Temple alignment as per you wish)
For Email Template creations, Refer https://help.salesforce.com/articleView?id=admin_emailtemplates.htm&type=0
Thanks,
If it helps you, please mark is as best answer, so it will be helpful for other developers.
Below is what you can do.
1. Create a workflow on case which will trigger only at creation and send attach an email alert to send an email at contact email address.
2. Remove the standard "Send notification email to contact" checkbox from case by editing the case pagelayout ==> Layout Properties ==> (Uncheck) Email Notification Checkbox.
3. Create a workflow which will trigger at creation of case when all the required fields are populated. This trigger will send an email to case owner that a case has been created.
4. Create a workflow which will trigger at creation of case when all the required fields are NOT populated. This trigger will send an email to case owner that a case has been created with incomple information.
If it helps you, please mark is as best answer, so it will be helpful for other developers.
Regards
Akhil Tandon