Send Customer Statement Email with Attachment upon Clicking Workflow Button

User requires to send Customer Statement Email upon clicking on Workflow Button on Customer record. This is possible by creation of Workflow, applied on Customer.

1. Create Customer Workflow 

1. Navigate to Customization > Workflow > Workflows > New 
2. Basic Information:
   • Name: Enter WF Button > Send Customer Statement Email
   • Record Type: Select Customer
   • Sub Types: Select Customer
   • Execute as Admin: Enter Checkmark
   • Release Status: Select Released
   • Keep Instance and History: Select Always 
   • Enable Logging: Enter Checkmark
3. Initiation:
   • Event Based: Enter Checkmark
4. Event Definition:
   • On Create: Enter Checkmark
   • On View or Update: Enter Checkmark
   • Trigger Type: Select All
5. Click Save

2. Create State 1

1. Click State 1
2. Bottom Right corner: Click New Action
3. Click Add Button
4. Basic Information:
   • Trigger On: Select Before Record Load
5. Parameters:
   • Label: WF Send Customer Statement
   • Check Condition before Execution: Enter Checkmark
6. Click Save

3. Create State 2

1. Click + New State
2. Bottom Right corner: Click New Action
3. Click Send Email
4. Basic Information:
   • Trigger On: Select Entry
5. 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
6. Click Save
7. Click Save

4. Create Transition from State 1 to State 2

1. Click State 1
2. Click Transitions: New Transition
3. Basic Information:
   • TO: Select State 2
4. Condition:
   • Execute on Button: WF Send Customer Statement
5. Click Save
6. Click Save