Sunday, February 17, 2019

Set the Notify Attendees by Email option to Checked when an Event Record is edited via Workflow

The Notify Attendees by Email checkbox is not checked by default when an Event record is edited. To set the Notify Attendees by Email = True when an existing Event record is edited, a Workflow can be created.

To create the workflow:


1. Go to  Customization > Scripting > Workflows > New

2. Set the following:


  Name: Notify Attendees by Email

  Record Type: Event

  Execute as Admin is checked

  Release Status: Released

  Event Based: On Update

  Trigger Type: - All -


3. Click New State > Save the Workflow

4. Click State 1 > New Action > Set Field Value

5. Set the following:

   Trigger On: Entry

   • Parameters

       Field: Send E-mail

       Static Value: Checked = True


6. Click Save

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