I have a custom object called Employee__c which has a Send_Email__c checkbox. On toggling the checkbox to true, I wanted to send email to that particular employee with a particular email template using a Workflow rule action.

Can this requirement be achieved? If so, how?

  • You could achieve this using Process Builder, using ISCHANGED on the Send_Email__c field – Robs Jan 29 at 23:09

Set your process builder criteria like this:

enter image description here

Where the field is Send_Email__c

Additionally, check your Send_Email__c is Equal to True

  • 1
    Shouldn't you also check that it changes to true? – Adrian Larson Jan 29 at 23:14
  • @AdrianLarson good point. Thou I usual just trigger on toggle myself... – Robs Jan 29 at 23:15

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