Workflow set up

👨‍💻 Development Help
1

I am trying to set up a workflow and I have got to the Actions set up, I have selected Send Email and given the action a Name and selected individual Emails checkbox. When I go to the Email section I am selecting the To in the first field, Related Field in the second field (as I wish to relate to a email field in a Custom Module), In the third field I only get the option to select the following:
User: Assigned to, User: Created By and User: Modified By Name. I do not get an optionto select anythig else, is it possiable to get the Custom Module in this dropdown.

Can Custom Modules be used in Workflows?

Thanks Ken

2

Hey there,

Sorry, just wanted to clarify;

Do you want to relate the Email to a Custom module record?
Or, rather, Do you want to send the Email to the Custom Record?

I think the latter should work with Custom Modules, as I’m able to see a Custom Module when selecting “Related Field”:
image


However, I think the Custom module needs to be both:

  • Related to the selected “Workflow Module”
  • Have full Email Functionality, (eg: Company/Person type custom module)

Is this the case for your Custom Module?


Would be good to get some more information/screenshots :slight_smile:

3

Hi John,

I want to send an email to the custom record as in the email address for the custom record, and I don’t get the option when I select Related Field dropdown the next dropdown only gives me the User options:

image

I want to relate to the custom module, so it sends the template to the student automatically.

Any help appreciated.

4

Sorry, not possible, that would require a bit of custom code…

5

Hi pgr, on the issue of workflow emails not working for Custom submodules requiring custom code to complete, could you suggest the right route to follow to get this custom code created. Recommendation of a code provider or addon the would facititate this functionality.
Any help would be greatly appreciated.
Thanks Ken

6

I am not sure, but I expect my PowerReplacer add-on should probably be able to do it, one way or another.

How exactly are using this in business terms? I mean, before you created a Workflow for this, your business aim is to achieve what?

Also, with PowerFields you can get the value from any related module and keep it in a field inside another module. Sometimes this simplification is enough to get the Workflow to work.