I would like to ask how possible to create a flow notification upon adding an internal note on BMS by some of the employee?I would like to receive a notification on my mail account if some internal note is adding by someone.
Thank you very much in advance for helpNataliya from Italy
Thats pretty straight forward, first create the email template that you wish to receive for the notification.
Create a new Workflow and set the following fields:
Created by: leave this blank
Updated by: Leave this blank
Activity Added by: Employees
Activity type: Activity
Leave all of the rest of the fields as they are.
Go to the Notifications tab within the workflow and select who you would like to receive the email.
I have mine set to Assigned resources but you can also add other people to be updated.
Select Include Internal Notes to Yes and choose the email template you created earlier.
My email template looks like:
Subject: A staff member has updated your ticket [%Ticket Number%]
A staff member has added a note to your ticket: [%Ticket Number%]
Note details below:
Added by: [%ActivityCreator%]
Customer: [%Client Name%]
Site: [%Site Name%]
Email: [%Contact Email%]
Subject: [%Ticket Title%]
Thank you very much for your reply and template. But I do not know why adding internal note does not work this flow. BMS audit shows that flow was triggered but I did not receive any e-mail notification.