I create a user via workflow and do not send automatic creation email

SuiteCRM Forum - English Language Advanced OpenSales, Workflow, Portal support
1

Hi Everybody

Recently I created a workflow to create standard users every time an event occurs; also I configured the section of email to send notifications to the user about the creation of their user, but when the user is created by the workflow the email is not sent.

In the workflow I defined an action for send Email with following parameters:

  • Email Template: System-generated password email
  • Email: to <how to select the email of the user that is being created in this workflow?>

I suppose that as the sending of emails is configured every time a user is created, they should send the email automatically regardless of whether the user is created manually or through a workflow.

Please I need your help.

Best Regards.

2

I am not sure, but maybe try splitting this into two Workflows

  • one that creates a user based on some condition

  • one that detects that user creation and sends the email.

The second Workflow will run from “inside” the user’s record, so I expect it will be easier to achieve what you want.

(make sure you have a “system” email account defined in Admin / Outbound Email)

3

Thanks it work fine.

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