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Send an Email Notification when a Checkbox Field Equals True
Send an Email Notification when a Checkbox Field Equals True
Andrew Tzikas avatar
Written by Andrew Tzikas
Updated over a week ago

With this Swantide Workflow, when a Checkbox field is populated (IE equals True), then have an Email be sent out to a recipient or list of recipients.

For example, I have a Custom Object called "Onboarding Cycles" and I have a field called "Contract Uploaded"

When the field "Contract Uploaded" is populated and I save the record, I would like to have an email notification be sent out to some recipients.

Given this scenario, using the following Swantide Workflow, my variable inputs would be as such:

  1. First select the Object in scope in this case "Onboarding Cycles". Select the Checkbox field "Contract Uploaded?"

  2. Next, enter the email recipients of who should receive this email. For multiple email recipients, enter their email and separate them out by a comma.

  3. Enter what you would like the Subject of the Email to be. In this case, I typed out "Contract Uploaded for Onboarding Cycle"

  4. Then enter the Email body of the Email Notification. Note, we already included the Record Name in the Email.

  5. Lastly, enter your Salesforce Domain so we can link the Record out in the body of the email.

Once you enter your variable inputs below - see next screenshot.

In Salesforce locate a Record in Scope. In my example we are using Onboarding Cycles.

Once the field "Contract Uploaded" on the record is updated to True, then the recipients you entered in the Workflow Template will receive an email notification.

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