RE: Using email as a workflow trigger

I built a workflow for when the vendor name is entered in a PO – it triggers a message if the vendor’s payment terms are ‘Prepaid’.   Easy enough.  Now I have been asked to change it so that the trigger is when the user attempts to email it by clicking the icon inside a saved PO.   I can’t figure it out for some reason.   Any help would be appreciated.

UCN Beginner Asked on September 27, 2019 in Order Management.
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2 Answers

I don’t believe you can do this.

The reason being – the “email” event type could be used to trigger a workflow action – but “display message” is less likely to work in that scenario as the user may not stay on the right page long enough for it to display.

Also – there’s half a dozen ways to send emails, you’d have to do something to accommodate for all of them.

Advanced Answered on September 27, 2019.
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