JIRA CODE: DAZ-1
Overview
When we create a new invoice, we need to email to Emails added in the respective customer (from the field additional emails).
Components
| Workflow | DAZ-1 JJ WF Send Email to Add. Emails | This workflow takes the Additional Email from Customer and Sets the value to the to be emailed field in Invoice. Only when Invoice is created customworkflow_daz_1_jj_setadditonalfiel |
| Custom Entity Field | Additional Emails | Free-Form Text This field is to store the email ids. Please separate the email ids with commas Applies to Customer Under Main Tab custentity_daz_1_jj_addtionalemailfield |
| Custom Entry Form | Custom Customer Form | TYPE Entity SUBTYPE Customer/Lead/Prospect Custom Field position changed to Email | Phone | Address |
Workflow Details


Installation & Testing Procedure.
- Login to Live Account
- Create a customer and fill the following fields
- Email : email
- Additional Emails : custentity_daz_1_jj_addtionalemailfield
- Save customer and create invoice
- Email will be sent to the email ids in the above emails
- If no email ids are present save action is restricted
