If criteria in Field1 of Object1 are met, then send an email to the person in Field2 of Object2.
Details:
I have one object (Opportunity) that has a "Project Start Date" field. If the start date has passed, then I want an email sent based on the "Account Owner" field in another object (Client Account). Is this possible? Please note, this question doesn't primarily pertain to setting up the workflow. I have done that, but I need help getting an email to send to the Account Owner.
If this is not possible, what is an alternative workaround solution? The only other solution I've been able to successfully implement is creating a completely new lookup field on the Opportunity Object, but this is not a good solution. Any suggestions would be greatly appreciated.
Thanks!
답변 10개
It is not possible to write the (worflow rule or formula) unless there exists any kind of relationship between both the objects.
