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Ticket : case notifications management

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  • Ticket : case notifications management

    Hello everyone,

    We are looking for an easy way to manage which portal's users are notified when we create and update a CRM ticket (case).

    We think about using the followers management of a case to reach this goal, but it only sends notifications when the stream is updated, not when the ticket is created. It could probably work if we could add followers when we create the ticket, as the creation of the ticket is recorded in the stream, but it seems that, at now, espocrm does not allow to manage followers in the creation form.

    Does anyone would have a solution to do it (without using the workflow extension) ?

    Thank you,

    Xavier
    Last edited by xador; 08-21-2023, 03:34 PM.

  • #2
    Does anyone would have a solution to do it (without using the workflow extension) ?
    Using Workflow you can do this very easily (think about using Advanced Pack extension).

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    • #3
      Thank you for your answer, however we are looking for a solution without the advanced pack extension / workflows.

      Anyway, your example may not fit our needs as we want to choose which specific portal users (external users, without teams) will be notified about creation and updates when we create a ticket.
      Last edited by xador; 08-21-2023, 03:34 PM.

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