I have many such rules setup and they do not send emails to the current user. Perhaps it works in such a way that if you specify the users it should send an email to, it won't email the current user?
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Email Workflow Rule: Do NOT Send to "Current User"
I have several Workflow Rules built that send emails when certain actions are performed. In many cases, these emails are sent to Followers or Resources. I want to setup the WFR to NOT send an email to the person who performs the action, even if they are a Follower or Resource.
Is there a way to tell the WFR not to send an email to the person performing the action (perhaps using CurrentUser() in some capacity, or Formula-based recipients)?
Thanks!
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By default it should not email the current user, but it depends on how the rule is built.
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The specific WFR in question is set to email Followers and the Project Manager when a Task is completed. It's not a complex rule. I want all Followers EXCEPT for the one that completed the Task to get an email. Is that possible? Here's a screenshot of the rule:
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Any thoughts on the WFR I posted? I continue to get complaints about people receiving these emails when they are the one that performed the action (completing a Task, for example). Is there a way to filter out the "current user" somehow so they do not get the email?
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First I thought you can do it with formula-based recipients, but I can't think of how to do it. You can use an IF statement and prevent the rule to run if the current user is a follower, but then it will not go to anyone else either in that scenario.
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Hello Doug,
I think this is possible if you run the Send Email action on $Followers, then enable Filter Related Items using formula Not(TargetObject = CurrentUser()) and then selecting Formula-based Recipients to be {TargetObject}. Please see the screenshot for clarification:
Please let me know if this works.
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Hi Roland,
I tried your suggestion, and it seems that the email isn't sent at all when I add that filter. Have you tested this yourself successfully?
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Roland,
I take it back...an email is sent to Followers, but I also need it sent to the Resources. Here's how my WFR is currently setup:
Can you not have a recipient in the non-formula-based "To" field AND in the formula-based To field? Is there a way to specify $Resources in the formula-based "To" field?
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Hi Doug,
Would adding another analogous action to send emails to resources would work?
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Roland,
Wow, I was overthinking that one... That worked perfectly. Thanks again!
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