BPM to send email when task completes and quotehed UD field = true

[MikeGross]

I was looking at this a while back and couldn’t make it work either so we went a different direction. I should’ve asked here like you did, so let’s see if there is an answer out there now…

Task Update Method works in BL Tester but not in BPM - need assistance

OK, here’s the breakdown of the TaskAssign BPM. Condition that is enabled from Pre-Proc BPm that checks a bunch of things to determine need. [image] Get the Task DataSet for Seq #10. The Key1 value is set by the other BPM that creates the case and is fired off just prior to this one. [image] 3)These are the three value ‘setters’ for Sales Rep Code/Name and Allow update. The Name/Code come from the ttQuoteSR table that is in the current dataset open because ALL of this happens as part…