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NSC | Workflow to Set Email Format Set to PDF
On Customer Record, the default Email Format value is Default. Create Workflow to Set Email Format Set to PDF.
Note that this is also applicable to other records as long as you changed the Record type and the Sub Type.
1. Navigate to Customization > Workflow > Workflows > New
2. Basic Information:
○ Name: Enter Customer Email Format
○ Record Type: Select Customer
○ Sub Types: Select Customer
○ Execute As Admin: Enter Checkmark
○ Release Status: Select Released
○ Initiation: Select Event Based
3. Event Definition:
○ On Create: Enter Checkmark
○ On View or Update: Enter Checkmark
○ Trigger Type: Select -All-
4. Click Save
5. Click State 1
6. Bottom right corner: Click New Action
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