Tuesday, April 23, 2019

Send Tab Delimited Emails Using Workflow when a New Employee is Created

Upon creation of a new Employee the user can send an email notification containing information of the new Employee, the user can send a Tab delimited message containing information retrieved from the record's field.
Perform the steps below to create the workflow:

1.) Create Workflow (Customization > Workflow > Workflows > New)
Basic Information:

  • Name: New Employee Notification
  • Record Type: Employee
  • Release Status: Released
  • Enable Logging: Checked
  • Initiation:
  • On Create: Checked
  • Trigger Type: -All-
  • Save

2.) Create State 1

  • Name: Send Email
  • Save

3.)Create New Action

  • Select Send Email State
  • Click New Action
  • Click Send Email
  • Basic Information:
  • Trigger On: After Record Submit
  • Parameters:
  • Sender:
  • From Field:
  • Record: Current Record
  • Field: User
  • Recipient:
  • Form Field: User
  • Field: Supervisor
  • Content:
  • Custom:
  • Subject: New Employee Created
  • Body: (Use Source Edit Mode)

   <table border="1" cellpadding="0" cellspacing="0">
    <tr>
     <td>
      <p>Employee ID</p>
     </td>
     <td>
      <p>Supervisor</p>
     </td>
     <td>
       <p>Email</p>
     </td>
    </tr>
    <tr>
     <td>
      <p>{entityid}</p>
     </td>
     <td>
      <p>{supervisor}</p>
     </td>
     <td>
       <p>{email}</p>
     </td>
    </tr>
   </table>

  • Save


This email message received can then be copied to an Excel sheet which can be used to perform CSV imports.

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