Super Contributor
GoForceGo
Posts: 688
Workflow alert for Partner/Customer Portal Users

 

I want to define a workflow rule that sends an e-mail alert to all Partner/Customer Portal users when activity happens on a record.

 

So hhen an activity happens on an Account X a custom object record that is detail of the Account X, I want to send an e-mail alert to all users that belong to Account X.

 

Short of copying the users into custom fields on these objects, how would I do it?

 

 

 

Regular Contributor
Andrew ODriscol
Posts: 64
Re: Workflow alert for Partner/Customer Portal Users

Suggest a Visualforce email template that determines the 'to' list programatically based on the active partner/ customer portal users. That way the list is dynamic based on who the active users are at the workflow fires.

 

Apprivo