Process Author email template - link to an associated record?

In my "old" Workflows, I have email templates that include data from both the triggering record and in many cases an associated record.

For example, emails sent by Workflows that are triggered by a Contact record change, includes information from the associated Account record.

I don't see "Account" as an option in the related modules in Process Author email authoring for contacts (only the three User options, reports-to Contact, and Campaigns).

Would this be a feature request or am I missing something?

P.S. The deadline for exiting Workflows looms nearer every day and I have many to migrate to Process Author that use this functionality in the current Workflows.

Parents

0 Hemant Patil over 9 years ago

Bud Hartley, please check screenshot, you may be missing this. selecting related module will allow you to select fields from related modules.
0 Bud Hartley over 9 years ago in reply to Hemant Patil

I was working with 7.6.2 and "Accounts" didn't appear in the list. I have 7.7.1.1 and yes, the Accounts module is a choice. Thanks.

Bud Hartley | Cape Foulwind, NZ (and Oregon, USA)

Reply

0 Bud Hartley over 9 years ago in reply to Hemant Patil

I was working with 7.6.2 and "Accounts" didn't appear in the list. I have 7.7.1.1 and yes, the Accounts module is a choice. Thanks.

Bud Hartley | Cape Foulwind, NZ (and Oregon, USA)

Children

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