Notifying an employee when they become an activity participant
Example
Create the following business process: an email is sent to an employee that was added to the list of participants in the activity.
Business process diagram (Fig. 1) elements:
1.Incoming signal for adding an activity participant - when a new participant is added to the activity, the signal is activated and the business process is started.
2.Reading the Id of the added activity participant record – getting about the new activity participant information for later use in the process.
3.Reading the activity header – retrieving activity data that will be used in the preconfigured template.
4.Sending email – notifying the contact that they were added to the activity.
Fig. 1 The "Employees added as activity participants notification" business process
Place the [Signal] element of the [Initial events] group on the schema — "Participant added". The element will be activated when a contact is added on the [Participants] detail of the activity. Set up the signal parameters:
1.In the [Object] field, set "Activity participant".
2.In the [What event should happen?] field, select "Add record".
Add two [Read data] elements of the [System actions] group.
The "Read activity participant" element will read data from the activity participant added record. Set up the element parameters:
1.In the [Which data read mode to use?] field, select “Read the first record in the selection“.
2.In the [Which object to read data from?] field, select “Activity participant”.
3.In the [How to filter records?] area, set the filter “Id = Participant added.Record ID". To do this, click <Add condition>, select the “Id” column, then in the appeared menu, select [Compare with parameter]. In the opened window, select the [Record ID] parameter of the "Participant added" element.
Fig. 2 The "Read activity participant" element properties
The "Read activity title" element will read the activity title, to which a participant has been added. Set up the element parameters:
1.In the [Which data read mode to use?] field, select “Read the first record in the selection“.
2.In the [Which object to read data from?] field, select “Activity”.
3.In the [How to filter records] area, set up filter "id = Read activity participant.First element of the resulting collection.Activity". To do this, click <Add condition>, select the “Id” column, then in the appeared menu, select [Compare with parameter]. In the opened window, select the "Activity" parameter of the "Read activity participant" element.
4.In the [Which column values should be read?] field, select “Only selected columns" and select the “Title” column.
Fig. 3 The "Read activity title" element properties
Add the “Send e-mail” element of the [System actions] group and set the following parameters:
1.In the [From] field, specify the return address in the message. To do this, select [Select from lookup] in the parameter value menu, then in the [Synchronization with mailbox settings] lookup, select one of the configured email accounts.
2.In the [To] field, specify the email of the recipient. In the parameter value menu, click the [Process element], select the [Read contact data] element, and the [Email] parameter.
3.In the [What is the message?] field select “Template message”.
4.Select the existing template in the [Template message] field. The [Subject] field is populated automatically.
5.Select “Send email automatically” in the [How is the message sent?] field.
Fig. 4 The "Send email" element properties
After creating the process elements, connect each element with the next one by dragging the 
element in the upper right corner of the selected process element.
Save the created business process.
See also
•Notifying employees by email when a lead has been received via a landing page
•Notifying a user about a comment to their message in the feed
•Reallocating rights to read and modify records if an owner is changed
