I am creating a workflow rule that allows users to send a PDF via email and following that reset the data that has been changed.
However, these two actions are controlled under different tables so I was wondering how to combine table actions into one workflow?
The process is as follows;
- User enters in a product Qty into Table A
- User goes to a separate view to say they have completed there order and clicks an action which changes the date/time of Table B
- This change triggers the workflow to send the PDF to the logged in user and other colleagues for approval purposes etc
- User then has to reset the value of all these Quantities to zero
The resetting used to be a manual process but my friend working on the project with me gained a very useful piece of functionality that allows you to reset the value by filtering out the rows not equal to zero. This is a major improvement on clicking into every single item with a qty value.
We are wondering whether is possible to combine this new feature with the email workflow - so instead of having to click into anything at all the action of filtering and resetting is done AFTER the workflow is thrown.
The obvious issue to me (why I am assuming I cant select the action created) is that we apply the workflow email change event to a Table B and the reset action applies within Table A.
Hope this is a good enough explanation as to what I am trying to achieve, really appreciate some feedback