[StephQ]

Has anyone tried using Workflow for Web Order?

When an invoice via Web order with the Payment Method = Bank Deposit is received,

send an email to customer with Bank deposit details?
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[ktarog]

Hi, if you are asking if this is possible – Yes. The workflow can can be triggered under Context = Web Store, for Invoices created via the Web. Also the condition for the Payment method can also be set.

Hope this helps. Let me know if you do run into other problems on this setup.

[StephQ]

These are my setup

Workflow Context =Web Store,

Record Type: transaction Sub-Type: Sales Order,

Initiation- Event Based,

Condition: Payment method = Bank Deposit.

Action: Send Email

Where can I specify the email content to use for the email or can I type in a message to display transaction information?

I want to email the customers with the order details and payment details.

———————————–

The message I want will look something like

Dear {Firstname}

Your order number XXXX.

You have ordered

Item 1

Item 2

Total: $

Please make payment via Bank Deposits to Account number

———————————–

[ktarog]

Under the Email Parameters > Content

-You can either set the custom message using CRMSDK tags (however, this will be deprecated)

-Or you can create the Email template under Documents > Templates > Email Templates > New, wherein fields from the transaction record and other linked records can be added.

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