0 Replies Latest reply: Nov 7, 2014 8:15 AM by mobi creative RSS

    Is there a way to notify the 'assigned to' user upon status change?

    mobi creative Community Member
    mobi creative Nov 7, 2014 8:15 AM

      could use some help/advice on "work flow" (not sure if this is the workflows or just a  work flow we would do manually).

       

      We want to be able to notify a user/admin, not a customer, about a change in the status of an order record.

       

      EG:

       

      1. order was completed a week ago
      2. customer calls with problem
      3. we look up order
      4. we change status (or set the workflow) of order to "problem" (this would then kick an email to the person "assigned to") so they can work the problem. I tried creating a workflow with a step (to send an email), but setting the workflow in the order manually does not kick it off. <--is this possible or is there a different solution?