Email notifications for activities - I want Account, Deal and Owner to be shown in the email body, but these parameters are not available

Question 

How can I display Account, Deal and Owner in the email notification body, if these parameters are not available in the business process?

Answer

These fields are lookups, so basically there are ID of records, but you see them as Names of Account, Deal etc. There is no option to select these fields since you will only get records IDs (like f78ff882-a7ab-43d4-9e41-d9202d908967). To select names you need to add elements Read Data and read names of Account/Owner and Order number and then use this data in your email body.

Read more about the basic logic of business-process management in the following articles:

Like 0

Like

Share

0 comments
Show all comments