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Harry Smith 5 How to create a process that will send an email once a record is created
Hi all,
I have a question - I created a object that will process new starters in our company and automatically created a user based on the new form.
I also need to send an email to certain people automatically once the form is filled in and created. I need any suggestions or instructions to do this, all will be greatly appreciated.
I have a question - I created a object that will process new starters in our company and automatically created a user based on the new form.
I also need to send an email to certain people automatically once the form is filled in and created. I need any suggestions or instructions to do this, all will be greatly appreciated.
You can Create a Workflow Rule
1. Select the Evaluation Criteria as "Created"
2. Make the Rule Criteria as "your object 18 - Character ID" does not contain Null
3. After saving select the Email Alert in the Workflow Rule.
You can select the users and select the Email Template.
Thanks,
Murali