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We have a workflow (real-time) that generates e-mail (using template), and then create a Document Placeholder (custom entity).
In the Document Placeholder entity, there is a field called "Email Link".
We wanted to get the URL of the generated e-mail activity in the workflow step, and copy the URL value in the Document Placeholder field.
Any idea?
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I am afraid that you can't get the link to the email activity created directly into a field dynamically while creating a document.
However you can try to create a lookup field in the entity where in you can the related email activity and show it...thinking that we have only one email activity for a record..
Hope this helps...
Let me rephrase my problem...
I have a workflow with two steps, (1) Send email and (2) Create document.
After the Send email activity step, I want to capture the link of the generated e-mail activity and use that in the created document (step 2). In the custom Document, there is a custom field called "Email Link".
,
Within your workflow which is registered on Document Placeholder (custom entity). You should be able to get the field "Email Link" using the form assistant where you can directly use that while you are sending your email. It should look some thing like above.
Hi David,
Yes, I'm aware of the Record URL (Dynamic), but do you have an idea on how to fetch from the workflow steps the Send Email activity and use it in when I create the Document and populate the field using Record URL (Dynamic) of the generated e-mail activity?
The url of the activity is available as the 'Record Url (Dynamic)' attribute in an Update workflow step
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