Scenario
The Send Email Action fails when After Record Submit is set as the Trigger On value for a Scheduled Workflow. This article shows how to create a Scheduled Workflow that would run the Send Email Action.
Solution
- Navigate to Customization > Workflow > Workflows > New
- Basic Information:
- Name: Scheduled WF Send Email
- Record Type: Customer
- Sub Types: Customer
- Execute As Admin: T
- Release Status: Released
- Keep Instance and History: Always
- Enable Logging: T
3.Initiation :Scheduled
4. Event Definition:
- Saved Search Filter: Select preferred Customer Saved Search
- Repeat: T
- Frequency: Set preferred frequency
5. Click Save
6. Click State 1
7. Bottom right corner: New Action
8. Click Send Email action
9. Basic Information > Trigger On: Scheduled
10. Parameters:
- Sender: From Field
- Record: Sales Rep
- Field: Supervisor
- Recipient: From Field
- Record: Current Record
- Field: Sales Rep
- Content: Use Template
- Template : Select Preferred Template
11. Click Save