workflow to copy a free-form text (so several emai...
# ask-stanley-ai
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workflow to copy a free-form text (so several emails can be entered) to the To Be Emailed of an invoice
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AI generated answer (using internal Slack threads):
Based on the conversations, to copy a free-form text (where several emails can be entered) to the 'To Be Emailed' field of an invoice using a workflow, you can follow these steps: 1. Create a custom field on the customer record that is a free-form text field. This field will be used to store multiple email addresses. Make sure the 'Store Value' option is set to 'True'. 2. Source this custom field to a custom transaction body field on the invoice record. 3. Create a workflow that triggers on the creation or editing of an invoice. 4. In the workflow, add a 'Send Email' action. In the 'Recipient' field, you can only select fields of type 'Email'. However, you can use the field ID of your custom free-form text field in the 'CC' or 'BCC' fields. This will allow the workflow to send the email to multiple addresses stored in the free-form text field. 5. Test the workflow to ensure it is working as expected. Please note that this solution assumes that the email addresses in the free-form text field are comma-separated without spaces. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.861699164
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.851568937
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.850981951
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