In a OneWorld account and trying to send customer statements monthly via simple email workflow. Does anyone know how or if it's possible to select a specific statement transaction form to be used? Seems like only the form marked Preferred wants to be used no matter what I try. This is obviously not ideal for OneWorld situation. Thanks for any help!

Using a workflow you can use the send email action and select a specific form

I know email template can be selected in WF send email action, but unless I'm mistaken, you can't select a transaction form nor does a transaction form link to an email template

If you do a customer workflow and add the send email action there is a box to include statement You can also select the form

Hmm that's what I've been working with, but do not see any place to select a form:

Oops sorry disregard. I got this mixed up with something else I was thinking of Transactions > Customers > Generate statements

Ahh yes. That would be nice

You can select a form in that screen

Yep. They are wanting to fully automate on a schedule, but so far this is how we do it

We have the same problem. I'm planning to move all the statement templates into files in File Cabinet, and then have a single template that imports the subsidiary-specific file (

<#if subsidiary.id = x> <#include ..>

)

this surely exists as an enhancement request - has been a problem for years

SuiteIdeas 44626562 - Workflow Send Email Action > Include Statement > Ability to select the Statement form to be used>