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Email Notification

I would like to send out an email notification when Task A is complete, to notify the resource on the successor Task B.  Is this possible?  Can it be done in one workflow/one email notification?

Example:

Task B is dependent on Task A (FTS)

When Task A is complete, this causes Task B to become 'active', email notification is sent to resource on Task B 

"Task A has been completed by _______and Task B is ready to be completed"

also include hyperlink to parent project.

Kristin Rohrer Answered

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This is indeed possible with a workflow rule. You should be able to access successors/predecessors through the rule. When there are no active predecessors, a task becomes executable = true. This might be the best way to trigger the rule.

Josh Santos 0 votes
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Thank you Josh,  can you please advise on how to access successors/predecessors through the WF rule?

Kristin Rohrer 0 votes
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I would use $Executable = TRUE, but I just remembered we also have a System Setting that does something very similar. Looks at Setting 15.10: Notify on dependency completion.

Josh Santos 0 votes
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Thanks Josh, I will have to use the WFR instead of changing the System Settings, since I don't want this notification to be sent out across the board. My question is how to access predecessor/successor attributes (ie. fields) within the WFR.

Kristin Rohrer 0 votes
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Hello Kristin,

I think the following would satisfy your requirements:

 

 

 

Please let me know if this is helpful.

Thank you,

Roland

Roland Pumputis 1 vote