To send an email using different templates via workflow (e.g. from a customer record, a transaction record, a contact record)To set the default template – e.g. by user.
Here is an example of the solution (the field names and the values are for this example only):1) Create new custom list – Customization > Lists, Records, & Fields > Lists > New- enter name = Template list- value = Template 1- value = Template 2- click Save2) Create new Entity field – Customization > Lists, Records, & Fields > Entity Fields > New- enter name = Default template- Type = List/Record- List/Record = Template list- Applies To = Employee- Display > Subtab = Main- click Save3) Create new email templates – Document > Templates > Email Templates > New- enter name = Template 1- edit the content- click Save4) Create new email templates – Document > Templates > Email Templates > New- enter name = Template 2- edit the content- click Save5) Create new workflow – Customization > Scripting > Workflows > New- enter name = Send mails- Record Type = Transaction- Sub Types = Sales Order, Purchase Order,.....- On Create = T- On Update = T- click Save- create new state- enter name = Sending6) Create new action- Trigger On = After Record Submit- set Sender, Recipient- set Content > Use Template > select Template 1- set Condition –o Record = User o Field = Default templateo Selection = Template 1o click Save- click Save7) create new action- Trigger On = After Record Submit- set Sender, Recipient- set Content > Use Template > select Template 2- set Condition –o Record = User o Field = Default templateo Selection = Template 2o click Save- click Save
Nice
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