Aly
02/26/2025, 2:17 PMCeligo AI
02/26/2025, 2:17 PMAI generated answer (using internal Slack threads):To set up a workflow send email action where the email changes dependent on a field value on the record, you can follow these steps: 1. Create a workflow with a trigger based on the field value you want to monitor. This could be when the field is edited, or when a specific value is selected. 2. Add a 'Set Field Value' action to the workflow. This action will store the dynamic email address (or any other dynamic value) that you want to use in the email. You can use a condition to ensure this action only runs when the necessary field is not empty. For example, if you're using the Sales Rep's email, your condition would be 'Sales Rep Email Is Not Empty'. The 'From Field' would be the Sales Rep's email. 3. Add a 'Send Email' action to the workflow. In the CC field of this action, use the workflow field you set in the previous step. This would look something like
{custworkflow_your_workflow_email_id}
.
4. If you want to send the email only when a specific field value changes, you can add a condition to the 'Send Email' action. This condition would compare the old record's field value to the current field value, and only send the email if they are not equal. This would look something like Old Record > Field 'is not equal to' Field
.
Remember, the workflow field storing the dynamic email address doesn't actually have a home on the workflow itself. It's just used to store the dynamic value for use in the email action.
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Disclaimer:
This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes.
******Celigo AI
02/26/2025, 2:17 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.874909878
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.861860216
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.856353939
Celigo AI
02/26/2025, 2:17 PM