Discussions
Send Email on Return Authorization Approval
I'm trying to do a simple workflow to send an email whenever a Customer Return Authorization is approved, but I can't seem to get it work. Here's what I have:
Workflow Basic Info: Record Type: Transaction
Sub Type: Return Authorization
Event Based Initiation
Trigger Type: Before Record Submit
Condition of Status=Return Authorization: Pending Approval
I then have a Single State with 1 Action to Send Email
Trigger Type: After Record Submit
Status = Return Authorization: Pending Receipt or Pending Refund
I don't want the email sent when the items are received, and we have some return authorization that have Non Inventory Items on them, which is why I added the status of Pending Refund as after the Return is Approved, it changes directly to Pending Refund.