Adding recipients to Request Participants

The Add to Request Participants action adds the selected recipients to the Request Participants list.

• If the customer does not exist, the action creates a customer with the email address and adds them as customer to the project before adding them to the Request Participants.

• If the customer already exists, but is not a customer on the Service Management project, the action adds them to the project as customers, then adds them to the Request Participants.

Note: This does not add newly created customers. To achieve that, do the following:

1. Add a Create customer action.

2. Add an Add to Request Participants action with the To checkbox selected.