Jcurve Support Articles / Setup & Customisation

Display Record Type and Transaction Number on Email Subject by Send Email Action on Workflow

Written by
Joyce Anne Simpao
Published on
June 10, 2023 at 12:38:30 AM PDT June 10, 2023 at 12:38:30 AM PDTth, June 10, 2023 at 12:38:30 AM PDT

Scenario

Utilize a workflow with Send Email action to inform employees about new transactions. It is requested to include Record Type and Transaction Number on Email Subject without filling it manually.

Solution

  1. Navigate toCustomization>Workflow>Workflows
  2. ClickEditnext tothe desired Workflow
  3. Double-click on theStatewithSend Emailaction
  4. ClickSend Email
  5. Parameters:
    1. Subject:EnterNew {baserecordtype} number {tranid}
      Note:{tranid} - displays the transaction number and {baserecordtype} - displays the record type.
    2. ClickSave
  6. ClickSave
#workflow
#transaction number
#send email
#record type
Jcurve Support Articles / Setup & Customisation