Thanks a lot Brad for your effort in drafting the steps. That was exactly what I wanted. I am using my own solution which I can then export to my LIVE instance. I did the below steps: 1. Created the workflow & activated it. 2. In the 'Specify Record Creation and Update Details' section on the 'Record Creation and Update Rule Item' properties page, I have used the above created workflow as a child workflow. 3. I see the process running successfully in the system jobs. An Activity also gets created on the Case in CRM that the email has been sent, but the team doesn't receive any email. :(
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