I am trying to use a workflow to email sales order...
# generaly
Yitz younger
01/30/2023, 6:38 PMI am trying to use a workflow to email sales orders on schedule, but using a specific custom form, not the default saved custom form. I set a scheduled workflow to change the custom form field on then move to sending the email, but the log just tells me: SETFIELDVALUE [Warning: Value was not set successfully.]
Any ideas on how to accomplish this?
a
AI1
01/30/2023, 6:58 PMYou might have to check the store form with record box on your form
There is also a way better option. This company makes a workflow bundle that will create a PDF of your record using ANY template instead of just the current form. Then you can use it in an email action. It works awesome
https://www.mgbcpro.com/enhanced-workflow-actions
AI1
01/30/2023, 6:59 PMThen you won’t have to switch forms all the time
AI1
01/30/2023, 6:59 PMAlso your normal form can stay preferred and consistent
y
Yitz younger
01/30/2023, 7:06 PMIt looks good, but they're not cheap and I am not sure that I would get enough use to really justify it
a
AI1
01/30/2023, 7:10 PMYeah I suppose so. I guess it depends on how many actions you might use
AI1
01/30/2023, 7:11 PMI just love it because I use like 6 or 7 of them now
m
MGBC
01/30/2023, 7:29 PMDid you try checking the Store Form with Record box on your Custom Transaction form?
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