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Project Quote Approval Notification

  • April 10, 2025
  • 4 replies
  • 59 views

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Hi,

I created a business event for a client to alert users when their project quotes have been approved. It’s working but many users will have to make edits on a regular basis and the business event triggers an e-mail again after making edits. What condition can I use to trigger the e-mail to be sent once and not after each edit. Here is my configuration:

 

Let me know.

Thank you,

Frances

 

 

Best answer by raphrf

You can create an attribute « approval sent » checkbox, put this attribute as a masked udf in project quote.

in the business event, creative ate an import scenario in order to thick this attribute in the project quote.

add the condition in the business event trigger approval sent equal =FALSE

 

4 replies

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  • Captain I
  • Answer
  • April 10, 2025

You can create an attribute « approval sent » checkbox, put this attribute as a masked udf in project quote.

in the business event, creative ate an import scenario in order to thick this attribute in the project quote.

add the condition in the business event trigger approval sent equal =FALSE

 


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Thanks what would the mask be and how would the import scenario look?

 


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  • Captain I
  • April 10, 2025

after creation of your attribute you add it to the project quote screen as a masked field

 

 

in your business event, click on Create subscriber, choose import scenario and this is what it should like

 


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@raphrf,

 

Great I will give this a try,

 

Thanks,

Frances