Is there a way to have a workflow, in this case a ...
# suiteflowj
Jamie Wall
04/12/2022, 2:58 PMIs there a way to have a workflow, in this case a PO approval workflow, send a email back to the original creator of the PO upon it's rejection? The fields I have tried so far only send the email to the user who is rejecting it.
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Catherine Fray
04/12/2022, 3:15 PMAbsolutely. Have you tried using fields from Current Record for Created By or Employee?
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Jamie Wall
04/12/2022, 3:56 PMCreated by isnt an option for me and when I use employee or user I get the current user, not the user creating the transaction
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Nicole
04/12/2022, 4:46 PMYou can create a workflow field "Created By", then create an action on entry to set Created by=user
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Jamie Wall
04/12/2022, 4:50 PMYeah, that was an option I was just hoping to avoid creating new fields. However if that makes the most sense I think I will have to do that.
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Catherine Fray
04/12/2022, 5:17 PM@Jamie Wall If you use a workflow field (look at the bottom of the screen on the workflow page, below the trigger setup) you won't have to create a "real" new field. Workflow fields only exist inside the workflow instance to store information.
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Jamie Wall
04/12/2022, 5:19 PMOh interesting. I don't think I've used an actual workflow field before. I assumed Nicole just meant a field for the workflow. Now I'll have to look into that.
Jamie Wall
04/12/2022, 5:22 PMOkay so I see this, but I am not sure I see a place where I can actually source this information from
Jamie Wall
04/12/2022, 5:44 PMAlright, so I think I figured it out at least how to do what Nicole said. My workflow has many states though, and I'm having trouble figuring out how to set this up so that it becomes an option on the recipient part of the email action. @Catherine Fray Do you know where I could find more information on this?
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Nicole
04/12/2022, 5:46 PMIt would be a workflow field that is using the employee list, and it should be the 1st action on the 1st stage in my opinion
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Jamie Wall
04/12/2022, 5:48 PMEven when I tried that it didn't allow me to choose it at the email stage
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Nicole
04/12/2022, 5:49 PMYou can't find the Created By workflow field on the receipt field?
Nicole
04/12/2022, 5:51 PMIt would be on the from filed>current record>Created By (Workflow)
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Jamie Wall
04/12/2022, 5:52 PMmessage has been deleted
Jamie Wall
04/12/2022, 5:52 PMIt doesn't show up as an option
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Nicole
04/12/2022, 5:53 PMcan you send a screenshot of the workflow field itself
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Jamie Wall
04/12/2022, 5:54 PMmessage has been deleted
Jamie Wall
04/12/2022, 5:55 PMmessage has been deleted
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Nicole
04/12/2022, 5:59 PMweird, have you refreshed the workflow?
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Jamie Wall
04/12/2022, 6:01 PMYeah. That didn't work. This is my first time using a workflow action though and I am trying to send the email from a different state. Would that matter?
Jamie Wall
04/12/2022, 6:05 PMworkflow field rather
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Nicole
04/12/2022, 6:36 PMThat shouldn't matter, and it should work ok. Do you want to give me a call?
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Tristan Day
04/12/2022, 8:48 PMyou've created a state field
Tristan Day
04/12/2022, 8:49 PMyou need to create a workflow field. State fields only exist in the state you are in, "Workflow" fields are always available to any state
Tristan Day
04/12/2022, 8:54 PM(The field ID yuo first listed says custwfstate2 - a workflow field id starts with custworkflow)
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Nicole
04/12/2022, 8:55 PMgood catch
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Jamie Wall
04/13/2022, 3:52 PMI was able to get this working. Thank you all so much for your help on this
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