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When a milestone is created resources are automatically added to the milestone tasks but I am facing issue to send email to the resources. I used "send email" option but if a task has 3 resources then everyone is receiving 3 emails rather than 1 email per user.

Resources to the tasks are added dynamically using workflow rule on task by assigning the user group.in send email recipients list I can't directly choose resources field however I have to choose the user group which I had assigned dynamically < link object > resource fields is showing blank.

 

Can someone share example of config to send email to task resources and everyone should get only 1 email

Hi Deepti

When directly clicking the Email button on a milestone that has one or multiple resources, you have the option to choose between: 

  • Email Team - sends one email to all Managers, Resources and Reviewers 
  • Email to Managers - sends one email to Managers only 
  • Email to Resources - sends one email to Resources only 
  • Email to Reviewers - sends one email to Reviewers only 
  • Email to… - sends one email to the addressees 

Also when the Email is triggered via Custom Action, using for example the $AllUserResources - it sends one email to all and not multiple emails to all.

Can you reply with screenshots or video of what option was used (directly from UI or triggering a custom action or other) and of the results that you described above?

Can you also share the syntax of the workflow you described in your second question - as it is not entirely clear

 

Thank you

Limor

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