I’m trying to create a workflow where and newly assigned resource would get a custom email notification that they were assigned to a new project.
So far it’s working but only problem is, it sends a notification to all users every time I add any other resource to the project.
I did this:
Condition: Resources - username - any change
Will send email to - field - resources.
How can I make it so it just sends an email to whatever user was just assigned, not to every one every time?
I’d really appreciate your help.
I never used Projects, nor Resources. If you can guide me to what you’re doing, I could try it here.
I spent 30 seconds trying to add a resource to a Project, but failed 
I’m trying to have a workflow notification to send an email to whoever I add to a project as a resource.
How would you do it? This should be as a built in feature in any CRM.
Actually Project management is not a central feature of CRM’s, and this module in SuiteCRM is not very complete and developed, as you probably have noticed already
What I meant is: please provide simple, exact steps to reproduce what you’re trying to do. For you it’s obvious, for me it’s not. I answer dozens of posts every day, I try not too spend too much time in each, I think that’s understandable. As I wrote above, I don’t know this part of the app.
Of course I can just go and try things myself, but that means another handful of posts discussing with you if it’s really the same thing you were trying. It’s much easier (for me) if you just write down where to go, what to click, and post what your Workflow currently looks like. Thanks.
Oh ok sure!
First have an email template ready (Mine is a notification that says, You’ve been included in a project)
Workflow
Projects
Repeated runs
Only on save
Conditions
Resources - any change
Action
Send email - fields - resources
But this one sends it to all the resources at once. I need it to send a notification only to a newly assigned added resource. So each of them will be notified once.
A part that is still confusing me is how to add a resource to a project. Sorry if this is basic.
Oh ok.
You can add resources either under a sub panel when you’re on the project, or if you edit the project, there you can add resources as well.
Ok, so adding a resource is relating a record, any record, to a Project. So that’s what a resource is. Cool.
Back to the Workflow: I can’t create the condition you describe: “Resources: any change”. I tried with what I could see, “Users: resources” and “Projects”, but no luck.
Finally, for the Action: the Email template you use, which module is it built for? Project? Which variable do you select? Again, I don’t see “resources” there for some reason… 
Thanks
Can’t they just click “notify on assignment” in profile & you skip the workflow? If that is checked, they will get an automatic email when they are assigned to a project or project task.