Setting up an email task to be sent when employees edit a category

To do this, we can set up a self service flow that triggers the task list, please follow the steps below (I will explain this for the Financial category as an example):

1. Create a task list, without scheduling, and then create the email task inside this task list.

   • Please click here to learn more about setting up task lists and here about email tasks.
      

2. Create a self-service flow that includes the Financial category and links the task list to it in the Features step.

   • Please click here to learn more about self-service flows.
      

3. Make sure no employee has permission to edit their own Financial categories, as the flow is going to grant them this permission. In this case, I suggest checking the ‘All people — own data’ permission group and all other groups that might give the employees this permission for themselves.

   • Please click here to learn more about managing permission groups.