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Customer experience | Sales, Customer Insights,...
Answered

Customize the Workflow operator

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Posted on by 55

Hi All,

I need to send an auto-mail if the activity-state from a client changes.

The conditions are set (see below):

pastedimage1597735907102v2.png

If i create the step to send the email, if every condition is right, i can't change the operator to <new_emailadress1>.

It doesnt show in the list.

pastedimage1597735854948v1.png

How can i add, that custom textfield to the selection?

Thanks forward

Dale

  • Verified answer
    LuHao Profile Picture
    40,892 on at

    Hi Dale,

    This is a limitation of the workflow, that is, when sending an email in the workflow, the address of the recipient cannot be filled in with a field.

    The reason is that the To field is a PartyList type field, and its value is an array of records GUID, and cannot store the value of the field.

    So, in this scenario, we have to use Power Automate instead of workflow to send emails.

    Go to https://make.powerapps.com/, click Flows > New > Automated—form blank.

    pastedimage1597741964240v7.png

    Select Trigger as When a record is create, update or deleted. Set the condition as it is in the workflow.

    pastedimage1597742107891v9.png

    Pay attention that all fields entered in flow are name and no longer display name.

    + New step, select Send an email (V2).

    pastedimage1597742799704v11.png

    Click To field and click Add dynamics content, select the textfield new_emailadress1.

    pastedimage1597742951023v12.png

    Then complete the remaining email content. Save the flow. 

    Then test this flow. Change the activity-state from a client, and see if the flow run successfully.

    You can see its test result in the 28-day run history.

    pastedimage1597743075712v13.png

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