what would be the best way to send order and shipment confirmation emails regarding transaction line items?

at my company we use a workflow that sends email when new IF records are created, using an email template and including the transaction inline. we added a checkbox to the IF record "Send Email" that defaults to True, and the workflow sets it back to False once the email is sent. This enables you to go back into the IF record and send the email again if you want

nice, so you can send emails only for those items that have been fulfilled and not those that havent

correct 🙂

wait are transaction item fields available for email templates, i thought they were not

we dont do the items from the email template, we use the include transaction checkbox on the workflow

ahh so if you have like 5 items, 1-chair, 2-table, etc...its would all show up on that picture once you set up the workflow and checkbox

yes, anything fulfilled on the one item fulfillment record will appear in the email if you configure it this way.. so, you could fulfill line by line, each line will get its own IF record and therefore its own email. or you can decide to fulfill all lines at once too, and then they would all appear on one email. One thing to consider is if you are utilizing multi line shipping on your sales orders - if you have an order with a lot of shipping addresses, this can result in a ton of emails going out when the IFs are created, so I would suggest making your workflow only work when the Created From record ismultishipto field is set to F. in these cases, my company utilizes a saved search to generate an excel sheet with each addr & tracking # and manually has a CS rep send the attachment to the customer so we don't spam them.

okay great, thats very very helpfull