Users in our company create tasks in CRM and assign them to other
users. When the user (i.e. new owner) completes the task, we would
like an email notification that this took place.

How can we establish the workflow so that the user who created the
task receives the email notification when the task has been
completed. Users are aware that they can review the completed tasks
in History as well as reviewing open tasks in Activities, however
there is a desire to have automated email notifications.

Simple scenario
Service case created and owned by Technician A
Technician A creates a task for technician B
Technician B completes the task

How can we establish the workflow so that Technician A receives the
email notification upon task completion. Please note that the person
only needs the e-mail notification if they are not the one completed
the task (e.g. when they create a task and complete the task there is
no requirement for a notification)
Thanks for your help on this

Hi

You could use a custom attribute (if not already existing) like TaskCreator
which holds the name of the user who created the task. Then create a
workflow that has a wait init wait until the task status equals completed
then add an action to send email to the task creator.
--
Rgds

Michael
MCDBA 2000 | MCITP DBA 2005


"rj.caswell@ideaca.com" wrote:

On Feb 12, 9:33 am, Michael Langdon
<MichaelLang...@discussions.microsoft.com> wrote:
My issue is how do we target the user who created the task as the
recipient of the task completion e-mail. When we specify recipients
in the workflow manager (i.e. "TO") , we are limited to types: LOGICAL
USER, USER, ACCOUNT AND CONTACT. The logical user is limited to owner
and owner manager, therefore how can we target the "created by" /
originator of the task. Even if we add a custom attribute to hold
task creator, how will this help us target the email to the creator?
Any help on this would be great