JB
05/21/2025, 4:40 PMCeligo AI
05/21/2025, 4:40 PMAI generated answer (using internal Slack threads):To set the send email workflow to indicate the email of the one who created the record as the sender, you can use a custom field and a workflow. Here are the steps: 1. Create a custom field on the transaction type. Set the List/Record to Employees and set the default value to the current user. This will automatically populate the custom field with the email of the user who created the record. 2. In your workflow, use this custom field as the sender. You can do this in the email action of the workflow. Please note that the 'Specific Sender' field in the email action of the workflow pulls in a selection of all employees. So, if you want to use a general accounting inbox as the sender, you would need to set up this inbox as a user/employee. Remember, this solution works when the workflow is triggered by the creation of a record. If you want to send the email at a different time (for example, when the record is saved and emailed, or when the email is manually sent after creating the record), you might need a different approach, as workflows are not triggered by these actions. ****** 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
05/21/2025, 4:40 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
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Slack thread 2: here (available only if the original thread was posted in the last 90 days)
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Slack thread 3: here (available only if the original thread was posted in the last 90 days)
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Celigo AI
05/21/2025, 4:40 PM