Workflow send email action

To send emails when creating transaction record,

1. Navigate to Customization > Workflow > Workflows > New
2. Basic Information:
   • Name: Enter Name
   • Record Type: Select Transaction
   • Sub Types: Select Sales Order 
   • Execute as Admin: Enter Checkmark
   • Released Status: Select Released
   • Keep Instance and History: Select Always
   • Enable Logging: Enter Checkmark
3. Event Definition:
   • On Create: Enter Checkmark
   • On View or Update: Enter Checkmark
   • Event Types: Select Create
4. Click Save
5. Click State 1
6. Bottom right corner: Click New Action
7. Click Send Email Action
8. Basic Information:
   • Trigger On: Select After Record Submit
9. Parameters:
   • Sender:
     • Specific Sender: Select Preferred Sender 
   • Recipient:
     • Specific Recipient: Select Preferred Recipient
   • Content:
     • Select Custom 
     • Add Subject and body 
   • Attachment: check “Include Transaction” and Type as PDF
10. Click Save

Please note that, each Sales Order forms have different email templates. To attach the corresponding email template, check the field “Include Transaction” and select the type.