Workflow adds email ids to a field -‘To Be E-mailed’

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

WorkflowDAZ-1 JJ WF Send Email to Add. EmailsThis 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 FieldAdditional EmailsFree-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 FormCustom Customer FormTYPE Entity
SUBTYPE Customer/Lead/Prospect
Custom Field position changed to Email | Phone | Address

Workflow Details

Installation & Testing Procedure.

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

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