Financial Services Creatio, customer journey edition
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This documentation is valid for Creatio version 7.16.0. We recommend using the newest version of Creatio documentation.

How to notify the assignee/assignee group about the case

Notifications are sent to the assignee/assignee group only if a case has become active and the [Assignee] and/or [Assignee group] fields are populated. Notifications are sent to the assignee/assignee group only if an active case has been assigned to an assignee/assignee group.

Note

A case is considered active if it is in one of the following states: “New”, “In progress” or “Reopened”.

Notifications are sent to the assignee if the [Assignee] field is filled in. The [Assignees group] field and be either empty or filled in.

Notifications are sent to the assignees group if the [Assignees group] field is filled in and the [Assignee] field is not. In this case, in the [To] field is automatically filled in with email addresses of all group members.

Note

The notification text sent to the assignee/assignees group is set up in the [Emails templates] lookup.

See also

How to process a case

Automatic emailing setup

How to connect incoming emails to existing cases and create new incidents automatically

Configuring shared mailbox

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