Hi All. I need to create a workflow (or script) th...
# suiteflow
j
Hi All. I need to create a workflow (or script) that will be able to send an email to one of my affiliate offices based on postal code. One our website we have a case form that customers fill to request a quote. This resquest comes into NS as a case. Two of the required fields are country and postal code. What i want to be able to do is if the country is Canada, then lookup the postal code and sent an email to one of several affiliates, base on proximity to the affiliate. Any ideas or pointers to an easy way to do this? Maybe a custom table with postal code and affiliate pairs?
m
Yes a custom record called "Zip Code" or Quote Request Zip Code will do it. Then add a field on the record for Affiliate. Then when the zip code is selected it will automatically have a reference to the correct affiliate
However, the hard part will be that now in your request form the Zip code will become a drop down select field instead of a typable, free text fields
Not sure if that is accepatble for you or not
j
@MGBC Thanks for your response. I think i might take an easier approach and have the customer select the nearest affiliate to them. This will be much more simple and the list will only be like 4 or 5 entries. The postal code is a headache because it will need to be maintained every year. Easier for us to put the responsibility on the customer. It's not really that crucial a function. Thanks again and have a great weekend!