Send automatic email when proceeding in Wizard

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  • Updated 3 years ago
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I am wondering if I can run a Java Snippet (or Apex) to automatically email a user when an Account proceeds to a next step in a wizard. This is to remind another user that they must now take action on that account since the Account has gotten to a certain point in the Wizard. What would be the easiest way to do this? Thanks!
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Dan Pelberg

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Posted 3 years ago

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Karen Waldschmitt, Official Rep

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Dan~

Check out this community post: https://community.skuid.com/skuid/topics/button-that-triggers-workflowrule. This should work for your case as you can run multiple actions from the "Next" button in a wizard.

Please let me know if you need any more assistance with this!

Thanks!
Karen