Skip to main content

Hello PV Community,

 

Seeking some advice on how to configure an email notification for when a new owner is assigned to a Risk and Action. I’ve got the action configured but could use some help on configuring the email notification. 

 

What field can I input so in the email it shows the Risk’s associated Customer, Project and Link? When I select Formula Options, Project nor Customer is available to select.

 

 

I am sure there is a field somewhere that links the risk to the project it’s created under and I won’t have to create a new custom field.

Appreciate any guidance. Thank you :)

Hi there Kayla, 
Have you tried using the “Resolved In”/”Originated from” fields to link Risk to Project? 
For the link I imagine the Get Hyperlink formula might we useful (probably you’ve already worked that out).

Regards,
Maca

Hi Maria,

Thanks so much that was very helpful. What is the Get Hyperlink formula?

 

Kayla

Sorry, 
Meant the Get Hyperlink function:
GetHyperLink (referenceField/className as String, objectId as String) as String

Maybe something like: {GetHyperLink($PlannedFor)}

Hope that helps!

Reply


Terms of UseCookie settings