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Email Users when they are added to a work item

I am trying to set up a business rule that will email a resource when they are added to a work item (even if the project is not yet active).  How do I do this?  Please let me know if this is a setting I can change. 

 

Thanks.

 

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In the entities section of the customization page you want to browse over to All Links >> Assigned >> Resource, and then make a workflow rule where every time a record is created, there will be an action to email the Resources. You can even customize the email to include any fields that would be relevant.

I have to warn you that this can lead to a massive number of emails, and 9 times out of 10 customers have ended up turning off this customization.  I would recommend putting in as many filters as possible to restrict the frequency this rule will be triggered.

Clarizen Team 0 votes
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Thanks Josh.  I actually just ended up installing the email manager app. 

 

 

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