Workflow to email the new value of a changed field

(0) Share

Report

Posted on by Joe Woltering

12,159

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?

All responses (4)

Answers (0)

empath-e CRM 1,136 on at

Like (0)

Report

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 1,136 on at

Like (0)

Report

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 12,159 on at

Like (0)

Report

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 1,136 on at

Like (0)

Report

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?