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Workflow for Alert E-mail to Assigned with CC

A SharePoint Workflows tutorial by Peter Kalmström

SharePoint Designer iconIn earlier articles we have shown different ways to set e-mail alerts to the people who have been assigned tasks. This can be done either with or without a workflow, but to have a cc on the e-mail you need to use a workflow.

In the demo below Peter Kalmström, CEO and Systems Designer of kalmstrom.com Business Solutions, shows how to create a workflow that sends an e-mail to two people or groups.

Peter creates a SharePoint 2013 workflow, but the principle is the same for SharePoint 2010 workflows. He sets the workflow to be sent when a new item is created in a task list, but you can use the workflow for any list and also make it send the e-mail when an item has been changed.

Create a SharePoint 2013 workflow for e-mail notifications to the assigned with a CC

  1. In SharePoint Designer, open the site that has the list you want to send notifications for.
  2. Open the Summary page for the list.
  3. At Workflows, click on the New button.
  4. Give the new workflow a Name and a Description and select a Platform Type. Both works, but Peter uses a SharePoint 2013 workflow. Click OK.
  5. Set the start options you wish to use under Start Options in the Workflow settings.
    Peter uses "Start workflow automatically when an item is created", but you can also choose ""Start workflow automatically when an item is changed" – or both.
  6. Click on the 'Edit the workflow' link.
  7. Set the Transition to Stage to Go to End of Workflow.
  8. For Stage 1, click on the Action button in the ribbon and select Send an Email.
  9. Click on 'these users' and for To in the Define E-mail Message dialog, select 'Workflow Lookup for a User'.
  10. Click on Add and select the 'Field from source' Assigned To and the 'Return field as' Email Address. Click OK
  11. For CC in the Define E-mail Message dialog, select 'Workflow Lookup for a User'. Click on Add, and select the Person or Group you want to cc at 'Field from source' and Email Address at 'Return field as'. Click OK.
  12. Enter a subject and the e-mail body text. Peter adds a lookup for the title in the subject and for the priority in the body text.
  13. Publish and test the workflow.

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