Tutorial: Send Email on Sales Order Submission#

In this tutorial, you will visually configure a rule that sends an automated order confirmation email with a PDF attachment whenever a Sales Order is submitted.

Scenario Overview#

Business Goal: Send instant order confirmation emails to customers upon Sales Order submission.

• Target DocType: Sales Order
• Trigger Event: DocType Event -> On Submit
• Visual Nodes: Start -> Notify

Step-by-Step UI Instructions#

Step 1: Create a New Rule#

1. Navigate to FlexiRule -> Rule List -> New.
2. Set Rule Name to Send Order Confirmation Email.
3. Set Document Type to Sales Order.
4. Set Trigger Event to On Submit.
5. Click Save and open the Rule Builder.

Step 2: Add and Configure the Notify Node#

1. Hover over the Start node’s connection port and click + Add Action.

2. Select Notify from the action picker.

3. In the Notify configuration panel on the right:

   • Set Channel to Email.

4. Configure Recipients:

   • Click the Recipients field.
   • Type @ to open the Smart Value Selector.
   • Search for Contact Email and select Sales Order → Contact Email.

5. Configure Subject:

   • Click the Subject field.
   • Type Thank you for your order! Order #.
   • Type @ to open the Smart Value Selector, search for Name, and select Sales Order → Name.

6. Configure Message Body:

   • Click inside the Message editor.
   • Type Dear .
   • Type @, search for Customer Name, and select Sales Order → Customer Name.
   • Type , thank you for your order #.
   • Type @ and select Sales Order → Name.
   • Type for a total amount of.
   • Type @ and select Sales Order → Grand Total.
   • Type . Our team is now processing your order..

7. Attach PDF Printout:

   • Check the Attach PDF box.
   • Select your preferred Print Format from the dropdown menu.

Step 3: Test and Activate#

1. Click Test Run in the top action bar.
2. Select a submitted Sales Order record and click Run Test.
3. Verify that the visual execution path highlights in green and displays the rendered email preview.
4. Close the builder, enable the rule, and click Save.