Dynamically Include Staff Contacts on Notificaiton Emails

Article Index

Overview

This article explains how to use new functionality introduced in the 2024.4 release of Platform which allows the dynamic inclusion of contacts on Customer Portal notifications.

Perspective

You need to be a Customer Portal - System Administrator.

Open

Setup

In this example, we have a custom role, Maintenance Service Manager.

Open

A contact has been added to the Contacts accordion on the customer project.

We have a Contact Role Group defined and add the new role to it selecting where it will be seen.

The Contact Role Group has been added to the Workflow.

The contact will then be available in the Customer Portal.

Related Articles