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I'm stuck on creating this query. I realized after starting that I cannot send email addresses from workflow if contact not in CRM. So, I added Contact 1,2,3 etc to my new case form to pull from the Contact lookup form so the email address pulls from there. The other step is that I need this field called "Client Email Update Sent" to trigger the email workflow when it is set from No to Yes.
Upon creating this workflow, it only allows me to select when Record is created option, not when record status changes. Unless I am understanding that option wrong. The contacts will be added sporadically, not guaranteed they will all be added when the case is first opened. I created a test person with my own email listed and I cannot get it to generate. Please help! I dont understand what I am doing wrong.
Do you get an option to trigger the workflow "when record is updated"? If yes then you may set the trigger field to "status" or whatever field you want.
no. But apparently I did this all wrong! I had the entity set to Notes, however I am now rearranging everything to simplify things. I am creating a new text box for the notes so I'm no longer pulling from the notes subgrid. this should allow me to trigger when record is updated once I create new entity off my case instead. TBD
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