Hi, we currently have an automated email setup for...
# administrationh
Hum
05/01/2023, 2:30 AMHi, we currently have an automated email setup for Sales order received. I'm trying to create a new workflow that sends an additional email when a sales order is created/received and has a certain product on it. Can you only send 1 email based on sales order created? I've tried multiple workflow scenarios but the 2nd email never gets sent out. Thank you for any advice, suggestions.
m
MGBC
05/01/2023, 2:36 AMYes you can send as many emails as you like via WF
MGBC
05/01/2023, 2:36 AMUs a saved search criteria to send the email for the so with certain items
h
Hum
05/01/2023, 12:52 PMThank you for your reply. The saved search works on for a scheduled email but I want it for an event based. I believe the first email is triggering the on create event, hence making the next email unable to send but don't know how to resolve it.
m
MGBC
05/01/2023, 2:23 PMWhat are you using as the criteria for you second email? A saved search condition?
h
Hum
05/01/2023, 2:58 PMNo, it's condition based: Sales Order : Item = itemid ie. Sale Order : Item = 1234
m
MGBC
05/01/2023, 9:11 PMthe sales order join you are referring to is NOT the current sales order workflow is working on
MGBC
05/01/2023, 9:12 PMNot sure what that Sales Order record is, but it's not what you think it is
MGBC
05/01/2023, 9:12 PMI would setup a saved search as your criteria, it will be much easier and work better
h
Hum
05/01/2023, 11:22 PMThank you again, I'll give the saved search a try again🙂
s
Sam-I-Am
05/02/2023, 6:14 PMsaved search option would be simpler - just use the criteria as the trigger
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