workflow to email purchase order created by when purchase order has been received

AI generated answer (using internal Slack threads):

Based on the conversations, it seems that you can create a workflow to send an email when a Purchase Order (PO) has been received (approved). Here are the steps: 1. Create a new workflow on the Purchase Order record type. 2. Set the trigger to 'After Record Submit'. 3. Create two states: State 1 (Pending Approval) and State 2 (Approved). 4. Create a transition from State 1 to State 2 when the PO is approved. 5. In State 2, add a 'Send Email' action. Configure the email to be sent to the purchasing agent. Please note that POs do not have a status called "Approved". They go from 'Pending Approval' to 'Pending Receipt' once approved. So, you might want to trigger the email when the status changes to 'Pending Receipt'. Alternatively, you can use a saved search to send an approval email for PO. Create a simple PO search with the 'created by' field along with PO#, requestor name, vendor, amount, etc. Then in the email tab, use the recipient from results subtab to define the 'created by' field. And in the updated field subtab, use the following field "Document Status" = "Pending Supervisor Approval" to "Pending Receipt". Define the email message field with some dynamic fields and messages for the recipient. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******