Reputation: 31
I am working on a workflow that creates a button to "Email All" that emails the customer and then the list of emails in a text field on the invoice. I know the Send Email Action works on its own when tested and the button can be created. i can't to sew them together so that clicking the button performs the action.
I have the workflow set up this way:
State 1 Action Add Button on Before record Load with label "Email All"
Transition from state 1 to state 2. Transition on Entry, and Execute on clicking button in state 1
State 2 Send Email Action. Trigger on Entry Recipient = Customer > E-Mail. CC {custbodycustbody_cc_emails_to_include} (custom text field)
I'm a bit new to workflows and can't seem to nail this last part. There was a post here
but the steps did not produce the action. The log seems to only show the Add Button. No other errors.
Upvotes: 0
Views: 899
Reputation: 2840
When looking at the workflow logs, did you check the "Show Rejected Actions" option. I think there might be an issue with the CC field. If I recall correctly, it does not support field ids there.
Upvotes: 0