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.
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.