How to trigger a notification when new note is created and mark Published to Web

Version 1

    Details

    User would like to send an Email Notification to the customer a new note is created with "Publish to web" enabled.


    Resolution

     

    In Configure Application, select Business Objects
    Open the Incident Business Object and select the Business Rules thumbnail
    Expand the Trigger option 
    Create a trigger on the Incident based off initialization of the IncidentContainsJournal:Journal:Notes object with a condition of $([Journal#Notes.]PublishToWeb == true)

     

     

    Select Next>

    Add a New action "Send Email" 

    Add your From and To addresses

    Format the Subject to include the Incident

    Format the Email Body to include Notes Body from the Note as shown below

     


    Save the new Trigger

    Refresh Browser