NSC | Send Email to Multiple Recipient Using Workflows

Kristoffer Viray-Oracle

Send Email Actions in Workflows uses a field in the record as a reference, or a static value configured in the Workflow Action when sending emails. In this scenario, a user needs to send an email to multiple recipient using the Send Email Action Workflow. To do this, we need to create a Custom Email Field.

1. Navigate to Customization > Lists, Records, &, Fields > Transaction Body Fields > New
2. Enter the required details in the Custom Field
3. Type: Select Email
4. Click Save

Create a Workflow

1. Create a Workflow by navigating to Customization > Workflow > Workflows > New
2. Name: Enter the Name of the Workflow
3. Record Type: Select Transaction
4. Sub Types: Select Sales Order
5. Execute as Admin: Enter checkmark
6. Release Status: Select Testing (If the Workflow is feasible on your end, change the Release status to Released)
7. Initiation:
   1. Select Events Based
8. Event Definition:
   1. Select On Create
   2. Select On View or Update
9. Click Save
10. Click State 1
11. Click New Action
12. Click Send Email
13. Trigger On: After Record Submit
14. Parameters:
    1. Sender: Set up the required fields
    2. Recipient:
       1. Select From Field
       2. Record(Field): Select Current Record
       3. Field: Select the Custom Field created
15. Fill up the remaining required values
16. Click Save

After setting up the Workflow, edit the Custom Field and change the type to Free-form Text. Make sure that the Custom Field has no data yet, since changing the type of the Custom Field will erase its existing value in the record. By changing the type of the Custom Field, the field will now accept multiple values for the Recipient Parameter. Make sure that the emails are separated by a semicolon.

Do you have any question about the Workflow setup? Let us know by replying to this discussion.