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Notify old owner of an opportunity

Aug 18, 2017 at 12:22 PM

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Former Member

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

Saurabh Kabra
Aug 21, 2017 at 04:49 AM
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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


step1.png (16.8 kB)
step2.png (27.7 kB)
step3.png (58.9 kB)
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Former Member Aug 21, 2017 at 08:21 AM
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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
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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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