Transaction Workflow: Set eMail Field Value This should be pretty simply but could use a suggestion or a few words of wisdom. I'm trying to set the eMail field (under the Communication -> Messages subtab) on a Transaction record (in this case, Sales Order) with the value from a custom field sourced from the customer record (and that also appears on the Transaction). This is a really simple single state workflow. The only way I've been able to get this value to populate the eMail field is by using Before Record Submit trigger. I was hoping the field would populate using Before Record Load or even an After Field Edit so the user sees the value before the record saved but no such luck. Is there something special about this particular field that is preventing that from happening, or am I using the wrong trigger? Many thanks.

Thanks for the reply. I thought I gave that a go but will give it another test and report back.

basics are to set any field, then upgrade to setting email with a hardcoded value, and then graduate to setting it to a value from a joined field