Send sales rep Email with Attachment via Scheduled Workflow

Create Custom Entity Field to act as a flag in Saved Customer Search Results

1. Navigate to Customization > Lists, Records, & Fields > Entity Fields > New
2. Label: Enter Label
   Example: SalesRep Statement Email
3. Type: Select Check Box
4. Store Value: Enter Checkmark
5. Navigate to Applies To
   • Customer: Enter Checkmark
6. Click Display
   • Subtab: Select Main
7. Click Save

Create Saved Customer Search with Open Balances

1. Navigate to Lists > Search > Saved Searches > New
2. Click Transaction
3. Search Title: Enter Title
   Example: SalesRep Statement Email
4. Click Criteria 
5. Click Standard
6. Filter: 
   1. Select SalesRep Statement Email (Custom)
   • Customer Statement Email: Select Yes
   • Click Set
   1. Select Balance
   • Balance: Select greater than
   • Value: Enter 0.00
   • Click Set
7. Click Results
   • Sort By: Select ID
8. Click Columns
9. Click Remove All
10. Field:
    • Select ID
    • Select Name
    • Select Email
    • Select SalesRep
    • Select SalesRep Statement Email (Custom)
    • Select Amount
11. Click Available Filters
12. Filter: 
    • Select SalesRep Statement Email(Custom)
    • Show in Filter Region: Enter Checkmark
13. Сlick Save & Run

3. Create ScheduledWorkflow 

1. Navigate to Customization > Workflow > Workflows > New 
2. Basic Information:
   • Name: Enter Send Balance Emails
   • Record Type: Select Transaction
   • Sub Types: Select  SalesOrder
   • Execute as Admin: Enter Checkmark
   • Release Status: Select Released
   • Keep Instance and History: Select Always 
   • Enable Logging: Enter Checkmark
3. Initiation:
   • Scheduled: Enter Checkmark
4. Schedule:
   • Saved Search Filter: Select SalesRep Statement Email
   • Repeat: Enter Checkmark
   • Frequency: Select Weekly
   • Scheduled From Date: Select Todays Date
5. Weekly Schedule:
   • Repeat Every: Enter 1 week(s)
   • Monday: Enter Checkmark
6. Click Save

4. Create State 1 with 1 Send Email Action

1. Click State 1
2. Bottom Right corner: Click New Action
3. Click Send Email
4. Basic Information:
   • Trigger On: Select Entry
5. Condition:
   • Saved Search Condition: Select SalesRep Statement Email
6. Parameters:
   • Sender:
     • Specific Sender: Select Currently Logged User (Employee)
   • Recipient:
     • Send to Current Record: Enter Checkmark
   • Content:
     • Custom: Enter Checkmark
     • Subject: Enter Your Company Statement
     • Body: Enter Required Text
   • Attachment:
     • File: Enter Checkmark
     • Include Statement: Enter Checkmark
     • Type: Select PDF
7. Click Save
8. Click Save