CRM Workflow to Send email :
I create workflow for table name (onlineexits) , I added rule for send email but I want use fields from other table in workflow
how can use other table in send email in workflow
My workflow name is (onlineexits workflow) , I added global rule name (Re-Send Email)
from rule ,I added Work flow action type send email ,In send email I wrote the description and details in e-mail
But I want to read fields in Details from two tables
1- onlineexits table
2- Goods Table
How can I do this
I try but this cannot read from other table ,this read from only workflow table
please help me
As background see: https://www.sagecity.com/sage-global-solutions/sage-crm/b/sage-crm-hints-tips-and-tricks/posts/fields-available-in-email-templates
Is your workflow rule based on the table 'onlineexits' or on a view that joins both 'onlineexits' and 'goods'?
Have you tried typing in the name of the field directly with the merge characters? e.g. #prefix_mycustomfield#
Workflow rule based on the table 'onlineexits' not on a view joins both 'onlineexits' and 'goods'
the second question
Have you tried typing in the name of the field directly with the merge characters?
Yes I tried typing my fields from other table on email details
as picture bellow
And if you change the workflow rule to use a view does that change the fields available?