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Topics#CollaborationMichael Dely's Question
Michael Dely asked in #Collaboration
Mar 20, 2018, 7:41 PM

Sent Email Template - Checks Off Field Elsewhere

We have lots of custom email templates and I would like a checkbox field to automatically be checked off when that particular email is sent. I attempted to use the EmailMessageID, ThreadID, CaseID, etc.  So far nothing seems to be updating the field.  I have the field on the contact records, so a "Related To" seems to be the easy solution.  If someone could help me figure this out I would really appreciate it!  

 

Thanks. 
26 answers
  1. Thomas Hoffman (Crowe)
    Mar 22, 2018, 7:03 PM
    Ok..finally the answer. 

     

    First, create two custom fields on the account:

     

    LastEmailDate (date)

     

    LastEmailTo (email)

     

    Step2: Create PB on Email Message

     

    Criteria is:

     

    RelatedToID starts with ID 001

     

    Update Related Records: Relatedto Account

     

    LastEmailDate formula Today()

     

    LastEmailto field reference EmailMessage.ToAddress

     

    Step3: Create PB on Account

     

    Criteria is:

     

    LastEmailDate = Today()

     

    LastEmailto is null boolean false

     

    Update Related Records: Contacts

     

    Critiera for update:

     

    Email = Account.LastEmailTo

     

    Field Update

     

    Update your checkbox

     

    Ok..finally the answer.

     

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