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Send an email notification to a user who is not the Assigned To user

Question asked by Philippa Grover on Mar 30, 2015
Latest reply on Mar 30, 2015 by Philippa Grover
Sugar 7.2.1, Ultimate edition - On Premise deployment

I am trying to create a workflow to automatically email a user when a new Case is created. I know I can create this workflow to email the Assigned To user, but I need it to also CC the user in a custom field.

For example, I have created a custom field called "Contracts Manager" and free-typed all my Sugar users (I had to do this as apparently, the list of Sugar users is not available to be included in dropdown lists...).

When I create a new case, I need the email to go to the Assigned To user, plus the user in my "Contracts Manager" custom field.

I cannot see a way to do this without having load of criteria in my workflows - one per Contracts Manager. For example, "If Contracts Manager = Bob, send an email to specified user Bob", "If Contracts Manager = Wendy, send an email to specified user Wendy" etc (which would be a nightmare to administrate),

Can anyone think of an alternative way of doing this? Any help would be gratefully received!!

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