Hi Everyone, I have a custom email field on a customer record. It holds multiple emails and they are separated with comma ",". I have requirement to email customer invoice to all those email contacts. Is it possible to use a workflow with a send email action? I couldn't find a way to do it in the WF but it can be done via a custom script. I want to try if there is any other option without scripting. I have a custom button "Send invoice To Customer" on the invoice record and when the billing team clicks on the button, invoices will be emailed to the customer. I want to send invoice to the multiple email addresses when the button is pressed.
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christianRILECPQ
09/10/2025, 5:25 AM
Workflows can only send to one address field, so they won’t parse multiple emails separated by commas. If you want all those addresses hit in one go, you’ll need a script behind your button to split and loop through them. The only semi-workaround without scripting is to store them in the native “Email” field (which accepts comma-separated addresses), but since you’re using a custom field, script is really the reliable route.
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Shelby Owens
09/10/2025, 11:50 AM
What I have done in the past is create a workflow that would check if the custom field holding the emails (separated by commas) is empty to ensure there are no workflow errors/bounces - if it is not empty, the Send Email state has the "To" field as the primary email on the customer/transaction, and the CC field would have my custom field like below
party furby 1
Shelby Owens
09/10/2025, 11:55 AM
You could also create a Workflow Field with the type as Email Address, use a Set Field Value action to set the Workflow Field as your custom field using a formula, and then use that Workflow Field as your Recipient. Only issue with this way is you need the values separated by semi-colons instead of commas.
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NS User
09/10/2025, 2:19 PM
Awesome. Thank you both.
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Andrew Altringer
09/24/2025, 8:20 PM
You can also create a saved search using the NS_CONCAT function to capture multiple email addresses. Then on the custom field in the Validation & Defaulting section you would want to assign the Search created and the Field = Customer. You would set the WF to the cc field as the others stated in their replies.
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raghav
12/02/2025, 12:19 AM
There is a hacky solution as well.
You can create a custom email field for send email action.
You then create a workflow and use that field.
Once the workflow is created you change the field type to free form text.
As long as emails are comma separated you will be able to send the emails.
Note: do finalize your workflow you will not be able to make edits to the logic related to that field post that.