I’m creating a notification template using opportunity details screen (GI).
In the “To:”, I would like to send to the owner that creates the opportunity, but I can’t seem to find it in the entity here. Is there any way I can do it?
I’m creating a notification template using opportunity details screen (GI).
In the “To:”, I would like to send to the owner that creates the opportunity, but I can’t seem to find it in the entity here. Is there any way I can do it?
Hi
Can you try like below,
https://www.augforums.com/forums/everything-else/send-email-to-owner-id-on-opportunity/
Hi
Thanks for the information. but actually my notification template is linked up with the business events where the trigger condition for the field is under the details tabs in the Opportunities data entry (ScreenId=CR304000), thus I’m not able to use the Opportunities data entry screen, and had to use the Generic Inquiry screen instead. When I use the GI screen, in the notification template “To:”, I’m not able to get the Owners field. (as shown in the screenshots)
Or is there any way which tables I can add to the GI, so I can obtain the Owners field?
Hi
hi
Thanks alot!!
Hi,
I tried it. It capture the owner of the business account.
However, I need it to capture the Owner field as shown in the screenshots below.
Hi
Please make the changes to your GI.
Then only TO field will display the Owners Email. Please do verify and confirm.
hi
Could you help to take a look? Thanks! Attached the xml file in case you need it
Hi
Still, it should work. Please find the screenshots for reference.
hi
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