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Customer Deposit Receipt email

edited Jun 30, 2020 7:40PM in Ask A Guru 2 comments

Hello Gurus,

I have created a workflow to send an email to the customer when we create a customer deposit.

Workflow: transaction, type=Customer Deposit

                 On Create and after record submit

                 Send email action using email template

Condition:  E-mail Is Not Empty  And Type = Customer Deposit

Everything works except that I cannot get the sales order# to populate via the email template:

This field value is always empty on the email. What am I missing?

Received From:${transaction.customer}
Deposit Reference:${transaction.tranid}
Sales Order:${apply.refnum}
Date:${transaction.tranDate}
Amount Paid:${transaction.payment}

Thank you in advance for your help

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