So I have a related field in the Opportunities Module that links to the Contacts Module. To be clear, I have more than one. One says “Contact Name”, the other says “Joint Name”. Both relate fields to the Contact Module.
When I create a workflow and click “Add action”, I select “Send Email”. I then selected “Related Field” instead of “Email”. A list appears of related fields to send emails too. “Contacts: Joint Name” appears as an option, but “Contacts: Contact Name” doesn’t appear as an option.
I decided to store a local copy, and update it to the latest version of SuiteCRM. 2 new options appear that say “Contacts: Contacts” and “Leads: Leads”. But I don’t think that is what I am looking for.
I already tried a Quick Repair and Rebuild (I have it on Developer Mode anyways). I tried deleting and re-creating the field. That doesn’t work. I’m not sure what the problem is here or why it won’t bring it over.
I noticed later that same was true for another module I had 2 relate fields too, only 1 of 2 relate fields appear.
At the very least it would be nice to know where to go looking in the code to find out how these fields are related so that I can fix it.