IIQ Event Email Notifications

Question

We have a unique scenario where one of our office clericals enters in requests for other Staff in the district. The issue is that she wants the Staff member to receive an email notification when the event is created.Since the office clerical is the event owner, the Staff member would not receive an email notification when the event is created. Normally we would just tell her to change the event owner to a Staff member, however this would cause an issue with our rules. We currently have a rule where if the event owner is the office clerical, then the event is automatically Approved without going through our usual approval workflow.So if the office clerical changes the event owner to the Staff member, then the event wouldn’t be auto approved. We had hoped that creating a custom field of type “IIQ User” and adding it to the Event form would solve this, however the rules engine doesn’t appear to be able to grab the user that the person selects.I’ve been searching the Community to see if this is even possible, but I haven’t been able to find anything. Does anyone have any suggestions or workarounds for this? Thanks!

JustinRaynor_iiQ · Accepted Answer

Hey ​@ACraig 3670315 harborfields,I have found a potential workflow for you. How about creating an Events when ‘Updated rule based on the change of Event Owner. When this Owner data point is changed, you can add a rule action to send the new event owner an email that they have been assigned an event.With this workflow, your auto-approve rule will still work and your event coordinator will just need to change the owner after the Event is created.Hopefully, this workflow will work for you and let me know if it’s missing any steps!

ACraig 3670315 harborfields · Answer

Good morning,This is a great idea and should work for our needs. Thank you so much for this!!!

Sign up

Login to the community

Scanning file for viruses.

This file cannot be downloaded