I have a requirement where I need to report if a particular role has created a new supplier. I do not want to use a workflow, just send out email to a certain person if this happens. I tried creating a saved search and selected User:Role to the desired one but how to check if the action = create new record?
Thanks
Assuming "Supplier" = "Vendor" create the following Vendor saved search. Creating a Vendor search will allow you to reference fields at the Vendor level and System Notes level. Luckily the system notes store user and user role.
Criteria tab: "System Notes : Type" is Create, and "System Notes :
Role" is [enter name of the Role]
Results tab : include all the fields you want
Email tab: check "SEND EMAIL ALERTS WHEN RECORDS ARE CREATED/UPDATED"
Email > Specific Recipients subtab: select who to send the email to. You can also send to Recipients from Results
Email > Customize Message subtab: enter the message details
Related
I have an envelope which utilizes a template with read only text tabs. Using the Java API, I am able to initialize these tabs with dynamic values for each envelope created. These text tabs include information such as customer first name, customer last name, etc.
I have one recipient with signing order 1 and role 'Receives a Copy' (the agent) and another recipient with signing order 2 and role 'Needs to Sign' (the customer).
The issue I am having is that, upon initial CC to the agent, all of the dynamic read-only text tabs are empty. Is it possible for the CC recipient to receive these fields with data upon initial send of the document? Otherwise, is there an alternative way to fill in dynamic data within a document so that CC recipients can see the data?
The option you are looking for is under Settings > Sending Settings > When an envelope is sent, write the initial value of the field for all recipients.
With that checked, the pre-populated fields will appear even if the role they are assigned to has not taken action.
Just a suggestion. What about if you reverse the signing order for the 2 recipients. In my opinion "Receives a Copy" role should receive completed document. If the agent need to approve it first, then perhaps you should use different role for the agent. The dynamic read-only fields are related only to the customer and will be visible to the CC only when signed by the customer
Currently using the Docusign API to create an envelope request.
Is there a way to set the Name field as NULL or BLANK and configure my docusign template to prompt the user to enter that field when its blank but to allow them to edit that data if its pre-populated ?
In some cases we know this value and in other cases its not known and the user would have to type that data in at the time they sign (e.g. if they are Company Signatory).
Is there a way to configure Docusign to support this type of logic ?
When you use a name or email tab in DocuSign, the system automatically populates those tabs with the recipient's name and email. If you want an editable name field do not use the name tab, use a text tab instead.
I have SharePoint 2007 and SharePoint Designer 2007. I have a workflow that sends out an e-mail to admins when certain conditions are met. What I am struggling with is getting the Assigned To data in the TO part of the e-mail. I can do a lookup to get the Assigned To value in the body of the e-mail, but not in the actual To field (as Assigned To just isn't one of the options to select in this field, and any attempt to add this just doesn't translate at all into any sort of readable e-mail address).
So, my question is, how do I, using a workflow generated e-mail, send e-mail notifications utilizing the Assigned To field.
Thanks in advance.
I believe you'll need to have an action (preceding the "send email" action in the workflow) in which you set a variable equal to the value of the "Assigned To" field, retrieving the field value as an email address. Then use that variable as the recipient in your send email action.
Does anyone know how to create customised fields (columns) in Microsoft Outlook 2010. I receive a lot of email and would like to define a new column in my inbox folder, where I could somehow classify email messages and show a Yes/No flag to indicate whether my email address is in the TO: list or CC: list. This would appear against each email message in the inbox view.
Thanks.
You can use form region to change UI
or inject your control(s) through PInvoke like did this project
Hope you can help:
We've built a rather simple, custom workflow in SPD which is connected to a custom list. In the list there is a Status column, with a choice-drop down and one of the values being "Complete".
For the Workflow Start Options, we selected both:
- "when new item is created" and
- whenever an item is changed.
We built the workflow with two steps:
Step 1:
(Condition): When a new item has been created, (Action) Send an Email to "created by" (a "thank you for your submission..." )
Step 2:
(Condition - lookup) when the "Status" column equals "Complete" (Action) Send an email to "Created by"/User who created item ("your order is complete...").
Good news is, in testing we receive both the "Thank you" email when a new item is created and also the "order complete" email when we update the status field to "Complete." Bad news is if we update the record with other status values before marking it "Complete" ("Hold", etc), then the first "thanks for your submission" email is sent again to the 'created by' user. As you can guess, they should only receive a total of two emails during the entire process.
Could this be because of the start option also being set to "change", even though we specified the parameters for the change? Perhaps the two steps need to be defined as two separate workflows? It seems simple and specific enough that they can be contained in the same workflow.
Appreciate any feedback, thanks.
You are correct in that your email is probably being sent again because you have the workflow trigger on both create and change. What you can do to isolate the create event is to only send that email conditionally when the "Created" date of the item is the same as the "Modified" date. That will only occur when you initially create the item. This will save you from having to create 2 separate workflows.