I am looking to create a field where I can se...

(geoff gardener) #1

I am looking to create a field where I can search/select a name from another table.

Scenario: I have a client who was referred by another client of mine. What I want to do is capture the name of the client and automate a “Thank you” email.

What would be the best way to do this?

TIA.

(Aleksi Alkio) #2

You would need to send a workflow when that field’s value is changed. You can check the condition like AND(ISNOTBLANK([CLIENT]),[_THISROW_BEFORE].[Client]<>[_THISROW_AFTER].[Client])