Send Customer Statement Email with Attachment using Workflow

1. Create Custom Entity Field to act as a flag in Saved Customer Search Results
2. Navigate to Customization > Lists, Records, & Fields > Entity Fields > New
3. Label: Enter Label
4. Example: Customer Statement Email
5. Type: Select Check Box
6. Store Value: Enter Checkmark
7. Click Applies To

• Customer: Enter Checkmark

4. Click Display

• Subtab: Select Main 

1. Click Save

5.Create Saved Customer Search with Open Balances

1. Navigate to Lists > Search > Saved Searches > New
2. Click Customer

Search Title: Enter Title

1. Example: Customer Wants Statement Email
2. Click Criteria 
3. Click Standard

Filter: 

• Select Customer Statement Email (Custom)

1. Customer Statement Email: Select Yes
2. Click Set

• Select Balance

1. Balance: Select greater than
2. Value: Enter 0.00

Click Set

Click Results

• Sort By: Select ID

Click Columns

Click Remove All

Field:

• Select ID
• Select Name
• Select Email
• Select Customer Statement Email (Custom)
• Select Balance

1. Click Available Filters

Filter: 

• Select Customer Statement Email (Custom)
• Show in Filter Region: Enter Checkmark

1. Slick Save & Run

Create Scheduled Workflow 

1. Navigate to Customization > Workflow > Workflows > New 

Basic Information:

• Name: Enter Send Balance Emails
• 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

Initiation:

• Scheduled: Enter Checkmark

Schedule:

• Saved Search Filter: Select Customer Wants Statement Email
• Repeat: Enter Checkmark
• Frequency: Select Weekly
• Scheduled From Date: Select Today’s Date

Weekly Schedule:

• Repeat Every: Enter 1 week(s)
• Monday: Enter Checkmark

Click Save

Create State 1 with 1 Send Email Action

Click State 1

Bottom Right corner: Click New Action

Click Send Email

Basic Information:

• Trigger On: Select Entry

Condition:

• Saved Search Condition: Select Customer Wants Statement Email

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

Click Save