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Context in Workflow for Memorized Transaction
I'm trying to create a workflow that will send an email with the transaction when the Memorized Transaction record is created. It's a monthly recurrence.
I see the workflow has run (in System Notes in Sandbox), but it's not working. I don't have a Context set.
I need to set something, which I thought would be Context, to tell the Workflow to execute the Email Send when the Transaction record has been created by "System".
I don't see how to do that?
Any other help or comments is appreciated. This has been very challenging for me!
Thanks!
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