Hi There,

I have created Email alerts with required informaiton(Template, sender and to Address etc.) on Work order object.
FYi, It redirected me to classic email alert page when clicked on "Creat new email alert" while I am building application in Lightning. I am using Play ground environent and with system administrator role.

Now once Email alert is created, I created a new process using process builder. Based on Criteria, I am calling a flow in action 1 and in action 2, i am trying to call a email alert. But when i select email alert, i dont see any existing email alerts coming up in drop down. I cross checked and objets referred are same for both email alert and process builder.

Am I missing anything with regards to permissions, page layout etc,.? Why my email alerts are not showing up in auto search control? Any help pls.?

Thanks,
Ravi

Hi All,
Hope everyone taking care of you and your family during this covid-19 Pandemic. 

To start with, I am newbie in saleforce and just started my journey a month ago. Trying out some POC and struck. Looking for some advise.

Requirement: When a work order status is changed. For example: From New to Inprogress. I want to invoke a autolaunced flow which updates work order object properties like enddate, priority etc.

I have done some lookup in documentation and tried below approach.
1. Create a Autolaunched flow on work order object based on conditions and able to update the required properties as needed above.
2. Able to call this flow from a Process defined in Process builder. Process builder was helpful in case of Status changed to Inprogress(After the record got changed).It also does not check previous status value or status transition. It works until I final status value is Inprogress. 

But i want to verify while the change is happening (before update)and in addition only if the status changed from New to inprogress. 

3. Explored few other options, In Object manager->Work order. found triggers.
Thought, I would create a APEX calss for Before Update on workorder and call autolaunced flow within APEX class if condition of previous status= NEW and Updated status value=In progress value.

So here are the queries from my end;
1. Am I taking a long path, is there simple and OOTB functionality I can acheive this without writing APEX class.
2. If need to write APEX class or action to acheive this functionality, is my above mentioned approach correct.
3. How can I read previous value of field and the new updated field value in before event of trigger?

Thanks,
Ravi

Hi There,

I have created Email alerts with required informaiton(Template, sender and to Address etc.) on Work order object.
FYi, It redirected me to classic email alert page when clicked on "Creat new email alert" while I am building application in Lightning. I am using Play ground environent and with system administrator role.

Now once Email alert is created, I created a new process using process builder. Based on Criteria, I am calling a flow in action 1 and in action 2, i am trying to call a email alert. But when i select email alert, i dont see any existing email alerts coming up in drop down. I cross checked and objets referred are same for both email alert and process builder.

Am I missing anything with regards to permissions, page layout etc,.? Why my email alerts are not showing up in auto search control? Any help pls.?

Thanks,
Ravi