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

Apr 21, 2017 at 04:16 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.

thanks

Mahesh Tatini

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2 Answers

Abdul Rasheed Mohammed Apr 22, 2017 at 11:07 AM
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Hi Mahesh,

Since ZSendemail checkbox is manually selected by the user to send an email.

You can have another field Counter. (this can be hidden from UI)

In one workflow, you will be checking counter field for less than one (or two), ZSendemail checkbox and then send an email

In other workflow, you can increment the counter if checkbox is true.

This way I think although any workflow triggers first, we can control using counter field.

Try this.

Regards,

Abdul Rasheed

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Mertkan Poyraz Jun 26 at 10:40 AM
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Hi,

You should use "Always Send E-Mail" check box to handle this issue. If you want to send E-Mail for just 1 time, you don't have to mark related check box at "Define Actions" level while creating workflow.

workflow-always-send-e-mail-button.png


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