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Workflow rules in C4C - Way to send email only once in a session

Apr 18, 2017 at 11:11 PM

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Former Member

Hello,

For Opportunities, we have set up email notifications to be sent for each save.

While editing an opportunity, the user knowingly or unknowingly presses “Save” button multiple times (out of their habit). Since we have a workflow which sends email upon each save, multiple emails are generated. We are looking for an option to send only once.

I did the following to see if it would work:

Created a KUT field "ZSendEmail" - user sets this checkbox to true if email to be sent.

Created an email workflow to send email only if "ZsendEmail" is True

Created a field update workflow to set "ZSendEmail" to false

While testing I noticed that emails are not generating and I think the field update workflow is taking precedence.

Any ideas are also welcome.

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Former Member

Bumping...

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Former Member

bumping...................

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