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!
Dan~
Check out this community post: https://community.skuid.com/t/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
