ATE - Using Scripts to change the Email Preferences

Using scripts can result in unexpected behaviour. Ensure that you test your scripts thoroughly. Cloud Coders do not support script modifications.

ATE Transaction Status Record

The ATE transaction Status record controls the sending state of the transaction. This can be modified to suit your needs. The internalid ID of the record is customrecord_ate_transaction_status.

A sample use case is as follows:

  1. Sales Orders are created in a non-approved state - the default email status for Sales Orders is ‘On Hold'

  2. During the approval process, before the record is saved, a custom script updates the status to ‘To Send’ for the related ATE transaction Status.

  3. The transaction is saved, and the ATE module sends the email.

It is important to note that when designing a script or workflow, there is no event triggered directly on the ATE transaction Status record, and the transaction must be saved before the Email Status action will be taken.

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