• Populate Process Definition triggered email with addresses from text field

    Hi all, Tick box triggers an email via process definition. (Leads Module) (This will be to forward Leads to Partners - we do not convert them here) I want to get the recipients from a text field (not an email address field) on a related module …
  • How to bring in Username (or First name / Last name) onto Process Email Template? (Enterprise v10.2 on Sugar Identity Management)

    I just want to add the records assigned to User first name into the email template. My suspicion is that these fields are now in IDM... so they are not available in the user module: