What are the steps for creating an Action that sends and email template to current record? I created the email template and the action but Iโm stuck at setting the Actionโs โReferenced Rowsโ.
Thanks.
Hey @AdemarN
@MultiTech_Visions thanks for the detailed explanation! Itโs the second option you described that I need. Ok then I got that there is now way off triggering it without using a custom field. Iโll go ahead and implement it that way than. So did you say that the action needs to blank the field before sending the email? I was thinking of having it blank the field after. But I guess thereโs no harm in having it blank before.
Thanks again!
(^_^) Youโre welcome!
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