Need help with WorkFlow | Need to notify a user when value of a field changed to cancelled

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1

Hello,

We need a help with creating a workflow(or something better). In the Quote module, we have Status as dropdown field (with values like New, Pending, Closed).

Now, when someone changed Status field from Pending to Close. We want to notify/email/prompt to a particular user about it.

How to do it efficiently and effectively? :sweat_smile: :upside_down_face:

Thanks in advance!

p.s. using SuiteCRM 7.13

2

Anyone knows how to do this? :thinking:

3
  1. First, make an email template to notify user. All > Email - Templates > Create new > Name "Quote Closed" > Insert Variable > from module Quotes > write your email template, add variables > Save.
  2. Make workflow. Workflow > New Workflow > Name it "Email Notify on Quote Close" > Workflow Module Quotes > Run Only On Save > Run On Modified Records.
  3. Add Condition > Module Quotes > Field Quote Stage > Equal To > One Of > Ctrl+Click "Closed Accepted", "Closed Lost", and "Closed Dead".
  4. Add Action > Send Email > Email Template (select "Quote Closed") > "+" > To > User > Pick user > Save.
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