is there a setting you can copy the creator of tra...
# administration
s
is there a setting you can copy the creator of transaction when the email is sent out
a
Not that I've seen. I’ve had to do this via workflow. Set a custom field using the workflow on Before Record Load or Before Record submit to record the “creator” Then after record submit have a send email action to send to the creator in the custom field
j
Same here, workflow is what I used.
s
thanks guys
upon second thought not sure if workflow can accomplish this, but what she is looking for is when she clicks save and Email, or when she does Email manually after creating the PO she wants to be copied, not just when the PO is created.
a
Oh yeah. That would be difficult. I wonder if you could do a work flow on the Email record to auto populate the CC field with the current user?
s
I don't see Email Record as option to create workflow
a
Yeah I figured it was a long shot Maybe you could make a saved search on the message record. Then use the recipients from results feature under the email to get to the creator of the transaction?
s
not sure again that goes back upon creation of the purchase order not sure if i can send the email when the Actual Email was sent out, I wish there was "Set Preference" CC on Email or whatever terminology they might use
a
But if you make a Messages saved search won't it send an email on creation of the message record? Not on the creation of the PO?
s
i have never done a message search, this is interesting, let me do more digging on this.