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Kondal Rao learnerKondal Rao learner 

regarding workflow

HI experts,

 

If the Payment Type is equal to Refund, send a notification when the payment is approved that differs from the notification sent when the Payment Type is not equal to Refund,

when the payment type is equal to refund then we have to create workflow  pls create how to do that

 

 

 

sandeep@Salesforcesandeep@Salesforce

for this You need to go as below: 

 

1. Create WF rule 

2. rule Should be as per your condition

3. Evaluation cretrria for reord Creation "created, and any time it’s edited to subsequently meet criteria" 

4. Create Task "Email Alert" for this you need to set first of all emal template now please keep this template different than template you have used when the Payment Type is not equal to Refund.
Kondal Rao learnerKondal Rao learner

Hi ,

 

what about rules criteria , what i have to mention in that pls tell me , i mean fields im asking about according to my requirment paymenttype not equal to refund this is the condition am i right ,if not pls tell me
sandeep@Salesforcesandeep@Salesforce

Your rule criteria should be "when the payment type is equal to refund"