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In this scenario, we want to send a follow up email using a workflow setting the To field using an address we get from the email’s related Account.
Out of the box this is not possible, however, we can do this using North52’s native functions.
Note: We could in theory remove the workflow and do everything in the formula. However in the real world, its more likely that this requirement will be part of a process that uses workflows.
North52 BPA Solution
The North52 BPA solution works like this:
- A Formula is set up on the Email entity
- It will update the To field with the value from the related Account email address 3 field
- A Workflow is created that has two steps:
- Create the email
- Use North52s Process Genie to call the formula