I've added a lookup field to Opportunity, so the user can add a contact. I've also added an email field that looks up to the email address of the contact and populates it. Those both work fine, but they don't appear in the recipient options of my workflow. Have I missed a step or is this not possible?
10 件の回答
That's because you're on the Opportunity Product, not the Opportunity. You'll need to either move your WFR to the Opportunity, or move the Lookup(Contact) field to the Opportunity Product (one or the other)