Anyone know how to create a workflow to change the message that is emailed to customer that is on a transaction to one that isn’t the default?

"send email" is an action you can do. use that action in a state that transitions on a button. in the "send email"-action you can customize your message, either a fixed one or with info from the transaction with {fieldname}

@Kendra Borkholder the Send Email action works great like JM mentioned. Give you a lot more control to customize the email. However, you can also do what you are describing and use the Set Field Value action to set the Customer Message field on the transaction to whatever you want

Awesome Thank you both! I can’t wait to try this out!! This will be my first workflow

Good luck....if you are going to attempt to change the message instead of using the send email action then I would recommend doing the Set Field Value Before Record Submit...this way you have a better chance of setting the message field with the correct value before the native function runs to send the email.

Thank you! okay that makes sense. I appreciate this heaps.

The from email is defaulted in your Email prferences...unfortunately you can't change that if using the native Message and To Be Emailed checkbox

@MGBC I am attempting this via workflow, I just can’t figure out how to customize the “from email”. I was able to find the message per your direction of the field but in testing its not changing =/ but like I said this is my first try on workflows so im skeptical im doing it right