How to fix if the CC email address on the customer...
# ask-stanley-ai
n
How to fix if the CC email address on the customer record doesn't have any value? the CC field is populated dynamically from a customer record field. I would like workflow to trigger and send an email even if the CC field doen't have a value. If should send to the main email address.
c
AI generated answer (using internal Slack threads):
To fix the issue where the CC email address on the customer record doesn't have any value, you can create a workflow that checks if the CC field is empty and if so, it sends the email to the main email address. Here is a step-by-step guide on how you can achieve this: 1. Create a new workflow with a record type of 'Customer'. 2. Add a 'State' to the workflow. 3. Within this state, add a 'Condition' that checks if the CC field is empty. 4. If the condition is met (i.e., the CC field is empty), add an 'Action' to send an email to the main email address. You can use the 'Send Email' action for this. In the 'To' field, use the main email address field from the customer record. 5. If the condition is not met (i.e., the CC field has a value), add another 'Action' to send an email to the CC email address. Again, use the 'Send Email' action for this. In the 'To' field, use the CC email address field from the customer record. In the CC field of the email action, you can use
{user.email}
to dynamically populate the email address of the user triggering the workflow. Remember to activate the workflow once you have set it up. ****** 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)
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Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.841369629
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
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