For internal uses, I want to send an email every time a work order is created/updated/built. I am trying to achieve this doing a workflow. does anyone have a basic example I can follow along with? Things I'm trying to include are product, quantity, date created, date complete, BOM if possible. The help file is kind of a misnomer on this... Thanks
Create a new workflow: Customization -> Workflow -> New
Set: Record type: Work order, Initiation: Event Based, Events: Create, Update, Trigger Type: After Record Submit.
And Save the workflow.
Open State 1. Go to Action -> New Action. Click on 'Send Email'. Select Sender. Content: You can choose already created Template or define body here. Select Recipient.
This should send an email.