Can a workflow action change status and send email at the sa

Posted by caylali on 28-Feb-2016 20:41

Hi Team,

To create workflow action, we need to choose the type to be either "change status" or "send email" or "trigger", what if I want to have a workflow action that will send multiple email to different people and also change the workflow status to next status. What I current do is to set up a "status change" type of action, and enable the trigger to send emails after the status changed. Is there a better way to do this? Is it possible for once action to change status and also send emails?

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Posted by Sri Harsha on 28-Feb-2016 22:57

Hi Caylali,

There is workflow action of type "Run Triggers" which suits your requirement.

So a better way to do is create one trigger which does the email actions and create one trigger of type "Run Tirggers" which changes the workflow status and also includes what others triggers needs to be run. (in your case emails trigger)

Hope that helps.

Regards,

Harsha.

Posted by Chandrasekhar Gontla on 28-Feb-2016 23:00

Hi Caylali,

Yes. It is possible.

You can configure workflow status change in Send Email trigger itself.

Provide a status to a field called 'Change Status To' in workflow action definition.

Thanks and Regards,

Chandu.

Posted by Chandrasekhar Gontla on 28-Feb-2016 23:01

Hi,

There is a mistake in above reply.

Correct sentence is:

You can configure workflow status change in Send Email workflow action itself.

Thanks and Regards,

Chandu.

Posted by caylali on 29-Feb-2016 00:22

Thanks Guys, it works.

Posted by caylali on 01-Mar-2016 00:50

Hi Sri, those triggers included should be "deployed" as well, right?  how to make sure they are not triggered at other circumstances.

also, is the trigger validate the condition before the status change or after?

Posted by Siddeshwar on 01-Mar-2016 01:35

Hi caylali,

1)Yes, only the deployed triggers will be executed.

2)You can set the timing options(Example : Before update, After Update) when the trigger should be executed.

Thanks,

Siddeshwar.

Posted by navjot on 16-Mar-2016 08:29

hello sir,

please guide me about steps to create an email and send using workflow....

thanks.

Posted by Manooj Murali on 16-Mar-2016 09:07

Hi Navjot -

1. Create a send email trigger.

2. Edit workflow action. You should be able to see 'Run triggers after this action' section under which you should see your send email trigger. Select that and bring it to the 'Triggers to run' section (on the right).

3. configure the 'change status' dropdown to change the status.

Regards.

This thread is closed