Include Purchase Order and Vendor Bill Amount in the Body of Email via Workflow Send Email Action

Scenario

There are scenarios when a user needs to indicate the Amount of the Purchase Order and Vendor Bill when sending an email to their respective recipients. The Amount should be reflected in the body of the email.

 

Solution

1. Navigate to Customization > Workflow > Workflows > New
2. Basic Information:
3. Name: Enter Name
4. Record Type: Select Transaction
5. Sub Types: Select Vendor Bill and Purchase Order 
6. Execute as Admin: Enter Checkmark
7. Released Status: Select Released
8. Keep Instance and History: Select Always
9. Enable Logging: Enter Checkmark
10. Event Definition:
11. On Create: Enter Checkmark
12. On View or Update: Enter Checkmark
13. Event Types: Select Create
14. Context: Select User Interface
15. Click Save
16. Click State 1
17. Bottom right corner: Click New Action
18. Click Send Email Action
19. Basic Information:
20. Trigger On: Select After Record Submit
21. Parameters:
22. Sender:
23. Specific Sender: Select Preferred Sender 
24. Recipient:
25. Specific Recipient: Select Preferred Recipient
26. Content:
27. Select Custom 
28. Subject: Enter Subject 
29. Body: Enter Purchase Order amount: {appliedtotransaction.total}  and Vendor Bill Amount: {usertotal}
30. Click Save