Hi all, wondering if this group can save my 🍑 : I have a custom record (Reward Certificate) that is created via Workflow upon creation of an invoice. I have also created an Advanced PDF template for said custom record. I would like to send an email with the PDF attached to a recipient (email address stored in a custom record field) upon creation of the custom record and am struggling to do so. HELP! 🙂

Sounds like a job for a saved search email alert if it can't be done in the workflow

I’m testing the same thing - creating a case record when a credit memo is created and having that case emailed 🤔

Your workflow can't trigger if it's created from another workflow

you could schedule a workflow to run every 30 minutes to get round that - it's dirty, Kev's solution is cleaner, but would work. Or manually trigger the subsequent workflow via a mass update

I think there is a native action where you can trigger or initiate a workflow, forgot what its called though

Yes - but it won't trigger external to the record workflows - which in this case is what's needing to occur.