Scenario
Create an automatic generated emails with invoices to one specific customer which are sending once a day.
Solution
1. Create Saved Search
10. Click Save
2. Create Workflow
- Navigate to List > Search > Saved Searches > New
- Click Transaction
- Search Title: Enter Title
Example: Customer Email - Click Criteria
- Click Standard
- Field:
Note: For every required field use the drop-down menu to select it and once adjusted click Add if needed.
- Type:Select Credit Memo and Invoice
- Date Created: Select Today
- Select Customer (Main Line) Fields...
- Customer (Mail Line) filter: Select Name/ID, which is name of the specific customer
- Main Line: Select is true
7. Click Results
8. Click Columns
9. Field:
9. Field:
Note: Select all fields which should be displayed in the PDF attachment in the email.
10. Click Save
2. Create Workflow
- Navigate to Customization > Workflow > Workflows > New
- Basic Information:
- Name: Enter Name
Example: Vendor Email Workflow - Record Type: Select Transaction
- Sub Types: Select Credit Memo and Invoice
- Release Status: Select Released
- Enable Logging: Enter Checkmark
3. Initiation:
- Scheduled: Enter Radio Button
4. Schedule:
- Saved Search Filter: Select Email
Example: Customer Email (Saved Search which was created for this purposes in step 1.)Frequency: Select Frequency
Example: Daily
5. Click Save
6. Click State 1
7. Bottom right corner: Click New Action
8. Click Send Email
9. Parameters:
7. Bottom right corner: Click New Action
8. Click Send Email
9. Parameters:
- Sender: Select Sender
Example: Select any Employee - Recipient: Select Recipient
Example: Customer Email Address - Content:
- Custom: Enter Radio Button
- Subject: Enter Subject of the email
- Body: Enter Body of the email
- Attachment:
- File: Enter Radio Button
- Include Transaction: Enter Checkmark
- Type: Select PDF
10. Click Save