Unfortunately, there is no opportunity to send an email to the organizational role via a business process element "Send email".

However the functionality can be implemented. An idea is to use a script task element in order to select all contact emails which are included in the role. They are selected from the database via EntitySchemaQuery. Then join all selected emails into a string using ";" as separator. After that use the newly built string of emails as an email for sending.

The basic business process "Send email to case group" works in the same way. Please feel free to use the business process as an example. I recommend you to copy the process, change conditions for launching according to your purpose and change an email template. Pay attention to the script task element "Prepare Recipient Emails".

you can check this template https://marketplace.creatio.com/template/email-users-within-functional-…;

Hello,

Unfortunately, you wouldn't be able to put "Functional role" as a value of "To" field of the "Send Email" process element using user tools. Our R&D team already working on adding this functionality, there is no ETA yet, however. You may build your process analogically to the "Send email to case group" base process that sends email to a group of people using script task.

Here is also another solution that can fit your needs: you can specify one recipient in "To" field in the business process "Send email" element and on mail-server side you can setup filters which will transfer notification emails to some specific folder and then mail-server can transfer all emails sent to this folder to other mailboxes. And it will fit your business target. But I will notify our R&D team about your request and ask them to raise the priority of the problem.

Best regards,

Oscar

1) Create a section to maintain a temporary contact list.

2) Add the contacts to the temporary list.

3) Loop through the list, deleting a contact from the temporary list after you email them.

Dear Janine,

It is not possible to display the user's roles on his contact page. However, if you need to filter the contacts by their roles, as a workaround you can make up the following filter in the section - http://prntscr.com/n0zv8p

You can also modify the highlighted part and choose the required roles that will be displayed.

Best regards,

Dean

Dear Janine,

First of all please don't delete "All employees" and "System adminsitrators" roles from the application, because they are essential for correct work of the system. Also we don't recommend deleting of roles, just rename them if you have a need to do it (just open roles tree and use a role you need to rename and after that you will be able to do that in this field http://prntscr.com/mwg2ct). If you delete a role then you will need to find all processes where it is used and add newly created role. In other words - if you delete a role that is used somewhere then it will prevent processes from being executed. Please rename available roles or create your new ones. Meanwhile we have a problem registered for our R&D team about displaying of roles and creating of ways to easy delete them if it is needed. I will notify them about your request so to raise the priority of this problem. Thank you for helping us to make our application better!

Best regards,

Oscar

Oscar Dylan,

Renaming a role doesn't work when the role needs to be in a different location in the hierarchy.  I would want the processes to fail and need to be updated if the wrong people are being assigned to roles.

Janine White,

Then please create a separate role that you need to use and find all processes where you used the previous role and update the business process so to use newly created role. This is the only way how it can be done now.

Dear Ayman,

Unfortunately as for now there is no possibility to change the org.role page with the help of out-of-the-box tools of the application and we do have a correspondent problem registered on our side.

As for now theoretically the only one way to change them is with the help of the replacing object, but we should warn you that it is risky to do, because roles like "All employees" and "System administrators" are used almost everywhere in the application and making some changes to them can lead to some new errors. Actually we don't recommend performing changes to this object, but if you want to try - please use dev-instance or local instance.

Best regards,

Oscar

Dear Uriel, 



You would need to create separate Business rules that would make field visible if the user that want's to see it is the owner of the record. Here is the example of such rule: https://prnt.sc/kwdeex. Access rights would not be applicable in this case. 



Best regards, 

Dennis 

Thank you @Dennis

Unfortunately you will not be able to create a field linked to the VwSysRole view in the account object. VwSysRole is not a table. It's a view and it doesn't allow all of the operations that you can do with a table. 

Additionally, account is a unit that is not related to the system roles. Simply, you can't login with an account. Even contacts are not linked to system roles directly. 

Only admin units that you can find in the system section "System users" are linked to roles directly. Basically, when the system decides what permissions you should have, the system looks at the login credentials that you used and it doesn't look at your contact or an account.

Dear Ezequiel,

The default access rights for the record are distributed while the creation process. In other words, when you change the owner or the created by filed using a business process, the rights won't be re-distributed.

In your case, you just need to add the [Change access rights] element after you change the owner and the author of the record to redistribute the rights to the corresponding users. The more detailed info about this element: https://academy.bpmonline.com/documents/technic-bpms/7-11/change-access-rights-process-item

Best regards,

Lily