Any idea on how to send email notification once pr...
# administration
r
Any idea on how to send email notification once project milestone is checked on sales order record ?
n
This can be done with a workflow using the Send Email action.
a
@Raghu yes you could use a saved search to define your criteria, then use that saved search to trigger a scheduled workflow with the Send email action in it. Or if you need it to be more realtime you could use a trigger from the Sales Order (like after submit) to send an email as well. This is a great use of workflows to accomplish this.
r
Thank you guys👍