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FSM Notifications

  • 6 November 2020
  • 2 replies
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Userlevel 2
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We have FSM 5.7 setup to email invoices to a contact with a role type of “Invoice Contact”. How can I setup this notification to send the email to more than one person?

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Best answer by Lee Pinchbeck 9 November 2020, 13:54

Hi @PirtekKH,

There will be a Business Rule in the system that controls this notification being sent. On this Business Rule, under the output parameters, you can add a line for distr_list_id with the value of a distribution list containing all the people you wish to be sent this notification.

Distribution lists can be created and amended within the Distribution List section of FSM and allow either specific addresses to be entered or variables based on the triggering record e.g. @invoice.created_by will use the email against the person record of the user that created the invoice.

Further guidance can be found on this by clicking the question mark at the top right of the screen.

Hope this helps,

Lee Pinchbeck

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Userlevel 6
Badge +13

Hi @PirtekKH,

There will be a Business Rule in the system that controls this notification being sent. On this Business Rule, under the output parameters, you can add a line for distr_list_id with the value of a distribution list containing all the people you wish to be sent this notification.

Distribution lists can be created and amended within the Distribution List section of FSM and allow either specific addresses to be entered or variables based on the triggering record e.g. @invoice.created_by will use the email against the person record of the user that created the invoice.

Further guidance can be found on this by clicking the question mark at the top right of the screen.

Hope this helps,

Lee Pinchbeck

Userlevel 4
Badge +8

You would either use a ditribution list with separate static entries for each recipient (as @Lee Pinchbeck has noted), and/or you would use a distribution entry with a wildcard variable that resolves to a set of addresses (i.e. retrieves multiple PERSON records).  For the wildcard substitution variable, if more than one record qualifies in the final mapping, FSM will use all of them.

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