Hello,
I was curious to see if I could potentially have a workflow that draws from a field from a CRM service case and includes that field in a hyperlink?
For example, if I wanted to include a tracking number in a CRM service case, is there a way I could create an automatic email process that sends a link with the tracking information included in the case?
That would be really helpful!
Thank you,
Nick
*This post is locked for comments
With the out of the box workflow, you can place the text of any field in the body of an email, and make a text string that represents the url, but it wouldn't be a clickable hyperlink. If you want to make it clickable, you'd need to write a custom workflow activity that writes the data as a hyperlink into the body of the email
#1
André Arnaud de Cal...
292,516
Super User 2025 Season 1
#2
Martin Dráb
231,432
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (
