Hi,
I'm using the 'Activity : Phone call' entity (very modified) to collect information about people enquiring regarding the services that our organisation provides. One of the modifications includes a field to record the email address of the enquirer.
Once entered I can manually click the address in the email field & it will create an email (in Outlook) with that address in the 'To' field - so I thought that a workflow would do something along these lines (in the background).
When the record is saved the aim is to send the enquirer an email with information attached via a workflow - triggered by the 'save' event.
In the workflow 'Send email : Create New Message - Set Properties' section I was hoping to be able to populate the 'To' component of the email with the address that was just entered.
However, when I set the 'Look for' box to point to the Phone call entity, the pick-list immediately below that only list fields that are look-ups for other (system) entities - so it seems that I can't do this... or am I doing something wrong or missing something?
If what I am trying to do is possible I would appreciate hearing how... if it is not possible, then perhaps there is a work-around someone could suggest.
Thankful for any suggestion.
Regards, Doug.
