I’m using Suite CRM 8 and lets say i have two modules: Student and Subject, where Student has a 1-to-many relationship with Subject. How can I create a workflow in Suite CRM 8 to automatically send an email to a student whenever a new subject is added to their record from Subject’s module?
Specifically:
How do I set up the workflow trigger to detect when a new subject is related to a student?
What conditions should I consider, if any, to ensure the workflow triggers correctly?
What actions should I configure within Suite CRM to send an email to the student, and how do I include dynamic information like the student’s email address from its relationship with student when student is selected while creating a new subject and details of the newly added subject in the email?
I tried some workflows and check materials online but cant seem to find something of much help.