Quick overview of the app: the parent record is a person who is a lead for our business. The child records are 1 or more consultants on our team who can help this lead. After talking to the lead we assign consultants. I want an Action button that will start an email with the names and email addresses of the consultants listed.
I am wondering if there’s a way to iterate (loop through child records) in the “Body” section of the Action in order to list the consultants in that draft email. Or if there’s another way I should be thinking about accomplishing this. (I am avoiding the action <> workflow interaction using the EmailsSent example in the documentation because we usually customize the email quite a bit before sending).