Hey guys! So I just came across this problem. I need a workflow where when you check a checkbox it sends an email. Nothing too difficult right?
But my problem is that the email record is in Clients module and the checkbox is in Projects module and the whole project is linked to a Client using relationships and its visible as a subpanel…
Is there a way to tell in workflow - hey use the email from linked Client account?
Without having looked into it if workflows doesn’t allow for this (Which i imagin it wont) LogicHooks may be your friend here
A logic hook sample here in case you decide to follow that route: