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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
NSC | Send Email when Checkbox is Unmarked
When using send email action via workflow, emails are unable to send even if the condition is met. Upon checking the Workflow logs, the checkbox is set to null. This happens to the Vendor Bill of the Customer.
Note that this can also happen to other transaction records.
1. Navigate to Customization > Workflow > Workflows
2. Preferred Custom Workflow: Click Edit
3. Double-click State 1
4. Click New Action
5. Click Send Email
6. Condition:
○ Click Custom Formula
§ Formula: Enter {entity.internalIDofCheckbox.id} = 'F' or {entity.internalIDofCheckbox.id} is Null
Click Save
Note: Change the internalIDofCheckbox.id to the internal id of your checkbox.
Let us know about your thoughts!
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