How can I notify the new task owner by email when the task is assigned to them?
Create a routine to notify the new task owner by email. Here's how.
- Open Application Composer outside a sandbox ( ).
- Click Routines.
- Click Create Routine.
- Click Skip Templates.
- In the Basic Details step, enter a name and description. For example: Email Notification for New Task Owner.
- Select the Object, in this case Activity.
- Click Next.
- In the Trigger step, select Attribute Changed and then select Owner ID from the list of attributes. You're sending the email after the owner is updated in the record.
- Click Next.
- In the Actions step, select Send Email as the Action Type.
- In the To field, select Owner ID.
-
In the Subject and Body fields, you can enter both text and mail-merge attributes.
For example, to include the task name in the Subject line of the email:
- Use the Attributes search box to search for Subject. This is the subject of the task.
-
Select Subject and press Return.
Your action enters the mail-merge field
{{$Subject}}
.
Note: The email sent to the new owner gets automatically appended with a link to open the task. - Click Next.
- In the Rules step, you specify Task as the activity that will send the
notification:
- In the Activity list, select Include all groups.
-
Make these entries for the rule:
Field Entry Attribute Activity Operator Equals Value Task
- Click Next.
- On the Review page, review your entries and click Submit.