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How to set up a Workflow that sends the appropriate email based on the value of a Line Item Field?

edited Dec 23, 2022 6:43PM in Ask A Guru 17 comments

We have a quote based workflow that includes the send email action. On the quote form we populate the fields “Quote Type” and “Price Level” (at the line level). What we are hoping to do is send an email to a specific recipient if a certain quote type and price level are selected. For example:

  • if the (quote type = project developer OR contract builder developer) AND (associated developer price level  = 3 out of 6 price levels) then send to recipient XXX. All others can send to the email already specified in the workflow

Thanks!

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