Task Create - Status - Workflow 3.0
I'm trying to make a simple task, when a user owner is assigned a task in CRM, it receives an email letting it know it has one. I have the following below, but it is not generating one when i assign one manually in the CRM. What to do? I've tried both the following: When task is created E-Mail to:[owner];Subject test As well as: When task is created if Task activity status = Open then E-Mail to:[owner];Subject test I've checked the mailserver many times over, and I can send emails manually from the CRM so you can rule that out
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Utf
12/26/2005 8:18:01 PM
crm
35858 articles. 
1 followers.
3 Replies
2539 Views
Tested out ok on our end. Some ideas: 1. Does manually applying the workflow rule work? 2. Is the workflow rule activated? Frank Lee Workopia, Inc. www.workopia.com "T.Palmer" wrote: > I'm trying to make a simple task, when a user owner is assigned a task in > CRM, it receives an email letting it know it has one. I have the following > below, but it is not generating one when i assign one manually in the CRM. > What to do? > > I've tried both the following: > > When task is created > E-Mail to:[owner];Subject test > > As well as: > > When task is created > if > Task activity status = Open > then > E-Mail to:[owner];Subject test > > > I've checked the mailserver many times over, and I can send emails manually > from the CRM so you can rule that out
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Utf
12/27/2005 9:15:01 AM
Hi Frank, Yes it is activated, how do i manually activate the rule? I also ran the CRM diagnotistc and everything turned up fine. I'm running out of ideas why it isn't working. :( "Frank Lee" wrote: > Tested out ok on our end. > > Some ideas: > > 1. Does manually applying the workflow rule work? > > 2. Is the workflow rule activated? > > Frank Lee > Workopia, Inc. > www.workopia.com > > > "T.Palmer" wrote: > > > I'm trying to make a simple task, when a user owner is assigned a task in > > CRM, it receives an email letting it know it has one. I have the following > > below, but it is not generating one when i assign one manually in the CRM. > > What to do? > > > > I've tried both the following: > > > > When task is created > > E-Mail to:[owner];Subject test > > > > As well as: > > > > When task is created > > if > > Task activity status = Open > > then > > E-Mail to:[owner];Subject test > > > > > > I've checked the mailserver many times over, and I can send emails manually > > from the CRM so you can rule that out
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Utf
12/27/2005 10:44:02 AM
The trick is dat the administrator account should not be in restricted Mode. That helps all T.Palmer wrote: > Hi Frank, > > Yes it is activated, how do i manually activate the rule? I also ran the CRM > diagnotistc and everything turned up fine. I'm running out of ideas why it > isn't working. :( > > "Frank Lee" wrote: > > > Tested out ok on our end. > > > > Some ideas: > > > > 1. Does manually applying the workflow rule work? > > > > 2. Is the workflow rule activated? > > > > Frank Lee > > Workopia, Inc. > > www.workopia.com > > > > > > "T.Palmer" wrote: > > > > > I'm trying to make a simple task, when a user owner is assigned a task in > > > CRM, it receives an email letting it know it has one. I have the following > > > below, but it is not generating one when i assign one manually in the CRM. > > > What to do? > > > > > > I've tried both the following: > > > > > > When task is created > > > E-Mail to:[owner];Subject test > > > > > > As well as: > > > > > > When task is created > > > if > > > Task activity status = Open > > > then > > > E-Mail to:[owner];Subject test > > > > > > > > > I've checked the mailserver many times over, and I can send emails manually > > > from the CRM so you can rule that out
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Sanne
1/5/2006 2:01:53 PM
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