Workflow Notifications
I created a public form with a work flow to send the requester a notice. When someone that is not logged in to TD creates a ticket, the the notice is being sent to the backup recipient. How can I get the notice to send to the person submitting the public form?
Asked by Alex Oquendo
on Thu 6/1/23 11:58 AM
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Answer (1)
This answer has been marked as the accepted answer
Mark Sayers
Thu 6/1/23 2:11 PM
Hi Alex,
If your workflow uses a Notification type step for this notification, it is not able to send to a requestor/person who does not have a TDX account already. This is documented in our KB on the notification steps: https://solutions.teamdynamix.com/TDClient/1965/Portal/KB/ArticleDet?ID=68983
"Customer records are not eligible to be recipients of a notification step in a workflow."
Sincerely,
Mark Sayers
Sr Support Consultant, CS
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