[Solved] Manual Case Assignment Email Notification
So, I figure I must have missed something in setup, but if you wish to manually assign cases to users and then have them receive an email that they have a new case, how does one go about doing this? I have created a Notification Template, but it seems like I am missing the "trigger" that would launch the template.
Any help with even pointing me in the right direction would be helpful.
Are you using the Owner field pictured below to determine who the case has been assigned to?
If so, I would recommend using the Automation Notifications screen to setup the notification. This screen allows you to setup email notifications on any screen. The "trigger" is whenever the save button is pressed on the screen.
The key is having the notification sent dynamically to the Owner like this:
And making sure to also list the Owner field on the Fields tab like this. If you don't do this, then they will get a notification every single time someone saves anything on a case that has them as the owner. Listing Owner on the Fields tab tells Acumatica to only send the notification if the data in the Owner field has changed.