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Hey everyone, I want to change a value of an option set field based on an activity, for instence, I send an E-Mail in activites field to a customer, then I want to change a value of an option set field (Customer has been informed) to yes. How can I achive this ?
You can create a Workflow. The trigger will be the creation of an email activity. Then you apply your logic inside the workflow and update the field.
There are ways to achieve that.
I cannot achive a craeting a trigger by creation email activity. Should I change workflow from background to real time ? or where can do such a trigger ?
I dont know where to put email sending activity as a trigger for my workflow.
Would you please describe the situation you have there a bit more?
- Where is the field you want to populate with Yes? on Contact entity?
- I assume you are sending an email manually, and wanted the system populate the value automatically. Please describe the behavior you want and actions users will take and system will take.
Hi, I have created a new Entity, and in this Entity I have created an option set field (Customer has been informed) with yes or now. I want to be able to change this field from no to yes when I send an Email from the Activity field in this entity.
So, it will be something like this:
You create a workflow in the context of Email entity. Then, your trigger is when the "Record fields change". This field will be "Status Reason". Then you verify if the Status Reason is equal to "Sent" - which means your email was sent. Inside that IF you update your related entity.
Hope it helps!
Thank you very much, this is what I wanted to do, the problem is, I Cannot finde the entity "Email" in my Workflows..
Have you, or anyone else, changed the display name of that Entity?
no actually now, but it does not show in my related entities.
Here is what you need to do in the workflow;
You can find the email entity in system solution. order entities by the schema name column and find the email there and check the display name of it.
Workflow entity will be Email not Kreditportfolio , that is the reason.
You must set "Email" as your context/primary entity in the moment you are creating the workflow, like this:
As it seems, you've created your workflow under the context of Kreditportlio entity. It must be Email entity.
Yes! perfect! I thought I have to create the workflow in the entity where my BPF is! thank a lot!
Yes I noticed now. I thought, I must do the work flow in the entity where I my BPF runs. Thank a lot!!
Ok. I think I know what it is.
When an email is created, the default status reason is "Draft". The trigger of your workflow is an update on the field "Status reason" but I don't think that an update occurred. Your email didn't change the status reason to Draft. It was just created with that status. So, if you want to update your field "kunden informiert" to Yes also when your email is in a Draft status, you should add on your workflow the trigger "Record is created".
I am glad it is sorted out. If you want to populate the field after the creation, then you need to tick off "Record is created" trigger as well, because "Draft" status is the default status which happens when you create the email. The ask was to populate the field when the email is sent, so it needs a status change.
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