AnsweredAssumed Answered

How can I create separate workflows on Note creation?

Question asked by hats on Jun 10, 2014
Latest reply on Jun 12, 2014 by Alex Nassi
Hello Folks,

Need assistance.

I am using SugarCRM workflow management to send email alerts to specific team users in Sugar

 on new note creation under Cases. This is working fine.

But, I also need to send an email alert on note created under Projects. And email template for

Cases and Projects should have some difference.

How do I trigger notes creation workflow based on its parent type as Case or Project ?

Please help me out. I am using Sugar Professional 6.0

Thanks.

Hats

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