Create Workflow to Set Email Format to PDF on Customer Record

Scenario

On Customer Record, the default Email Format value is Default. Create Workflow to Set Email Format Set to PDF.

Solution

1. Navigate to Customization > Workflow > Workflows > New
2. Basic Information:
   • Name: Enter Customer Email Format
   • Record Type: Select Customer
   • SubTypes: Select Customer
   • Execute As Admin: Enter Checkmark
   • Release Status: Select Released
   • Initiation: Select Event Based
3. Event Definition:
   • On Create: Enter Checkmark
   • On View or Update: Enter Checkmark
   • Trigger Type: Select -All-
4. Click Save
5. Click State 1
6. Bottom right corner: Click New Action
7. Click Set Field Value
8. Basic Information:
   • Trigger On: Select Entry
9. Parameters:
   • Field: Select Email Preference
   • Value: Select Static Value
   • Selection: Select PDF
10. Click Save