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Former Member

Field Update(trigger) that would send E-mail to Service Agent

Hi friends,

I need help in constructing my logic for the configuration in C4C.

The scenario would be:

An update in a certain field under Accounts, will trigger a Workflow rule that would send an email or work ticket to a Service Agent.

Issue:

I am lost on where I can configure the field update that would trigger the workflow.

Can anyone share their insights?

Thanks and I would appreciate all the help.

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1 Answer

  • Best Answer
    Jul 16, 2017 at 02:16 PM

    Hello Angelo,

    The following guide provides information on how to create a workflow rule which could update business fields or trigger business actions.

    1. Navigate to workflow rules
    2. Create a new workflow rule or edit one already created for same scenario
    3. Choose which business object (In your case "Account"), timing ( on Create or on Save ), and description to identify the rule.
    4. Define the conditions on which the workflow should get triggered. Here i have given an example where the Industry field is equal to Automotive of Account.

    5. Selects the Rule type: E-mail and fill all that are required for update in Define Action step.

    6. Review the rules and Activate the Rules.

    If this solution answer your query ,do set this post as answer.

    Thanks and Regards,

    Amit Kumar.

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    • Former Member

      Thank you for sharing this Amit! Very helpful and definitely made things clearer for me.

      Regards,

      Angelo