If I have a workflow to create a contact how can I populate the email field of the contact? The process now converts lead to contacts automatically. The lead is related to the contact, when I go to the lead page it indicates that it has been converted to contact but when I go to the contact page it has an empty email field but it does have the lead in the leads subpanel. How to I pass the email field?
This isn’t something you can do via workflow.
The Email Address is actually a relationship between the Lead/Contact/Account module/bean and the email address module/bean.
On the create/modify action, you can only fill in fields for that direct module such as populate Contact fields from the Leads fields, not populate Contacts -> Email Address fields.
You would need to achieve this via a logic hook or similar code customisations.
Thanks,
Will.
Wow Will where have you been? I have posted a bunch of topics in the past 2 months and this is the first one you responded to. Hope you are just really busy.
Well, I don’t want to bore you all day but your latter assumption is correct.
Although being very busy is no excuse for barely posting in months.
We’re putting processes in place to ensure we are regularly maintaining/fixing github issues and pull requests and responding to forum topics, to ensure we continue to engage and grow the community.
Thanks,
Will.