Is there a way to have automated workflow emails from the system send a copy to the sending users email? The sales rep (the sender) only gets these emails in their inbox when someone replies
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nathanw
05/25/2021, 7:10 PM
yes, create a workflow field, store the sending email address, then when you send out the email, use the workflow field as part of the emails being sent,
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Eric Shouler
05/25/2021, 8:57 PM
Sending email field is dynamic. I dont think this is possible with a dynamic email
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nathanw
05/25/2021, 10:05 PM
So here is how I did it,
Workflow Action,
• Set Field Value
• Condition: Sales Rep Email Is Not Empty
• From Field
◦ Record(Join): Sales Rep
◦ Field: Email
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Eric Shouler
05/25/2021, 10:06 PM
for anyone wondering, in the CC field use {user.email} it triggers it.
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nathanw
05/25/2021, 10:07 PM
Then on your Email Action,
CC: {custworkflow_your_workflow_email_id}
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Eric Shouler
05/25/2021, 10:08 PM
yup. It doesnt actually have a home on the workflow itself.