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Former Member

Notify old owner of an opportunity

Hi guys,

I want to have a notification via mail that informs the person who was assigned to an opportunity, that this person is now owner of an opportunity.

"Hello John, an opportunity with the Name X and description Y was assigned to you".

I build the noficiation workflow and it works. I check on every opportunity save if the owner ID is no longer equal with the owner ID after the save. It works great!

Now my problem: I want to inform the "old" owner (previous owner) that he is no longer responsible for the opportunity X.

How can I notify the previous owner that he is no longer owner?

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3 Answers

  • Aug 21, 2017 at 04:49 AM

    Hi,

    We had a similar requirement and we achieved it by following steps:

    1. Created a EXT field for Opportunity BO.

    2. New Field from step 1 was filled initially with the value of Initial Owner assigned ( Root-->MainEmployeeResponsibleParty-->PartyKey-->PartyID-->content). this was done in BeforeSave event at root.

    3. Configure a Workflow rule as attached.

    step1.png

    step2.png

    step3.png

    Please check if it suits your requirement as well.

    Thanks

    Saurabh

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    Former Member
    Aug 21, 2017 at 08:21 AM

    Hello Saraubh Kabra,

    regarding your point 2:

    Do I have to add this PartyKey via PDI? I only have KeyUser Tools and do all my configurations with that. Where shall I go for root --> MainEmployee?

    Second questions: In screenshot 3 I cannot find the Determination. To whom is the mail then send? I want that the mail only goes to the old owner. But can I select him within the determination? The blue framed box is only about the placeholders within template/mail header ?

    best regards,

    Julian

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    Former Member
    Aug 29, 2017 at 12:25 PM

    Hello Saraubh Kabra,

    I did what you explained. But there is still a thing missing: How is the old owner notified? I created a workflow that always copies the owner (at every save) into the field "Old Owner".

    And I created a rule according to your explanation. But in the end I must define/determinate the person who gets the notification. But I cannot select the "old owner" - that should reveive the notification. So your explanation is not complete.

    How can the old owner be notified?

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