How do I trigger a workflow email approval when a Sales Order exceeds $10,000?
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Go to Customization β Workflow β Workflows β New.
Apply to Transaction β Sales Order.
Trigger on Before Record Submit.
Add a state β Action β βSend Emailβ.
Condition =
Total > 10000.Recipient = Role (Manager) or field (Created By).
π Tip: Use custom fields (
custbody_manager_approval) to track approval status. Combine with workflow transitions to move between Pending Approval and Approved states.