Use Case: Generate Email Anytime a Refund is Generated, route based on Value

Generate a Refund Email and route it to specific personnel based on the refund value

Desired Outcome: Notify Tabitha when a refund is generated under $100K. Notify Joseph when a refund is generated over $100k.

Steps:

Note: This Workflow example was easily cloned from the Generate Refund Email Workflow Use Case. 

1. Navigate to Menu > Platform > Workflow Automation.

2. Click Clone in the Actions menu for the desired Workflow. 

Read more about additional Workflow Actions. 

3. Update Edit Flow Properties for the new Workflow. 

4. Click Done when finished. 

5. Click the edit icon for the Record - Triggered Flow and adjust the settings as needed. Refund is still selected as the Object. 

6. Click Done after populating the component details.

7.  Drag and drop a Decision logic type onto the canvas under the Loop icon.  

Populate the Decision by entering a Label Name and selecting the Outcomes & Conditions. Multiple outcomes are possible. 

In this Use Case example, we want two decisions: 

• Refunds generated under $100K (record_trigger.data.refund_amount<100000)
• Refunds generated over $100K (record_trigger.data.refund_amount>100000)

8. Click Add Outcome. 

9. Name the first Outcome on the Outcome Details tab.

10. Next click Add Formula on the Conditions tab. 

11. Click Insert Parameter and select Refund_Amount from the drop-down menu. 

12. Click Insert Operator next and select the < (Less Than) Operator from the drop-down menu. 

13. Populate the dollar amount after the Operator. 

Example Shown:

• Refunds generated under $100K (record_trigger.data.refund_amount<100000)
• Refunds generated over $100K (record_trigger.data.refund_amount>100000)

14. Click Done when finished.

15. Repeat steps 8-14 above to add a second Outcome for refunds over $100K. Use the > (Less Than) Operator this time. Click Done when finished. 

Now that we have our conditions saved, next direct the Workflow to generate an email for each decision. 

16. Drag and drop Send an Email communication onto the canvas under the decision icon.  

17. Populate the email address.

Note: Be sure to use single quotes for the email address. To add additional email addresses, separate each one with a comma or semi colon. 

Example: 

Recipients: 'Email@gmail.com' or when sending to more than one recipient ‘Email1@gmail.com, Email2@gmail.com'

18. Populate the Subject and email Body. Use the Insert Parameter option to customize the email with details regarding the specific refund being communicated.

19. Click Done. 

20. Drag and drop a second email onto the canvas for Refunds over $100K. Click Done when finished. 

21. Create a path from the Less than $100K Decision open circle down to the top of the Less than $100K Email. 

22. Create a path from the More than $100K Decision open circle down to the top of the More than $100K Email. 

23. Save the Workflow.

24. Click Enable to start the Workflow.