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Customer experience | Sales, Customer Insights,...
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Workflow to email the new value of a changed field

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Posted on by 12,163

Struggling to figure out how to send out an email when a delivery date is changed/updated. I tried a RT workflow that triggers before the field changes to check if there is an existing value and then fires a child workflow which again checks whether or not the field has a date and then emails the new value to a dispatcher. It works for the most part except it fires when the field starts off null, which I can't figure out why.

Maybe there's another way to achieve this?

  • empath-e CRM Profile Picture
    1,136 on at
    RE: Workflow to email the new value of a changed field

    Hi Joe,

    Ah I see now. I will take another look today as this should be possible somehow.

  • empath-e CRM Profile Picture
    1,136 on at
    RE: Workflow to email the new value of a changed field

    Hi Joe,

    Ah I see what you mean. You would think it would be easy to do but I tried several

  • Joe Woltering Profile Picture
    12,163 on at
    RE: Workflow to email the new value of a changed field

    Hey Adam,

    I wish it were that simple. My issue is that I only need to fire if the field already contained a value. If I simply use the on-change method it will fire when the original value was blank. I was hoping to be able to achieve this without having to store the original value in a separate field.

  • empath-e CRM Profile Picture
    1,136 on at
    RE: Workflow to email the new value of a changed field

    This should be a straight forward Workflow where you simply set your date field for Start When - Record fields change (as below) I've tested it and it works as expected. Do you have other options set for Start when by any chance?

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