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Harry Smith 5Harry Smith 5 

How to create a process that will send an email once a record is created

Hi all,

I have a question - I created a object that will process new starters in our company and automatically created a user based on the new form.

I also need to send an email to certain people automatically once the form is filled in and created. I need any suggestions or instructions to do this, all will be greatly appreciated.
Best Answer chosen by Harry Smith 5
Murali MattaMurali Matta
Hi Harry,

You can Create a Workflow Rule 

1.  Select the Evaluation Criteria as "Created"
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2. Make the Rule Criteria as "your object 18 - Character ID" does not contain Null 
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3. After saving select the Email Alert in the Workflow Rule.
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You can select the users  and select the Email Template.


Thanks,
Murali