Send a Copy of the Packing Slip to the Customers Using Workflow

This article shows how to create a Workflow that sends a copy of the Packing Slip to the Customers.

 

Solution

1. Navigate to Customization > Workflow > Workflows > New
2. Basic Information:

• Name: Enter WF Set Default Lead Type
• Record Type: Select Transaction
• Sub Types: Select Item Fulfillment
• Execute as Admin: Enter Checkmark
• Released Status: Select Released
• Keep Instance and History: Select Always
• Enable Logging: Enter Checkmark

1. Event Definition:

• On Create: Enter Checkmark
• On View or Update: Enter Checkmark
• Trigger Type: Select -All-

1. Click Save
2. Click State 1
3. Click New Action
4. Click Send Email
5. Parameters:

• Sender: Select Preferred Sender of the Email
• Recipient: Select Preferred Recipient of the Email
• Content: Select Preferred Template or Customize the Subject and Body of the Email
• Attachment:
• Include Transaction: Enter Checkmark
• Type: Select PDF

1. Click Save