Hi all, I have a scheduled suiteflow (below) to convert sales orders to invoices and email the invoice to the customer. The trouble that I'm having is that both are being emailed out when the workflow is run. Has anyone ever run into this?
k
KevinJ of Kansas
05/03/2021, 9:01 PM
Do you have the "to be emailed" field being set as false in your transform record action?
KevinJ of Kansas
05/03/2021, 9:02 PM
Given what you've shared thus far - diagnosing will be REALLY hard.
KevinJ of Kansas
05/03/2021, 9:02 PM
Also- Your "send email" step shouldn't necessarily be part of your SO workflow.
KevinJ of Kansas
05/03/2021, 9:03 PM
unless you have a custom workflow action script written to send the email using another record.
a
AI1
05/03/2021, 9:54 PM
Setup a second transaction workflow that runs on Invoices and put the Send email action in that one