workflow email ques, does a condition need to...

L_T · 03-14-2018 05:00 PM

workflow email ques, does a condition need to be written? so i can change the email address for different people i need to send depending. what does the condition start with. i only have one form but on send email in workflow it can only go to one place. but i need a choice to change email addresses somewhere without going back into the back end all the time.

Phil

+Lana Tieu

You can obtain the target email addresses from a field in a record. Where are your email addresses stored and how do the select the email address you want to send to?

L_T

some reason my post did not post

L_T

oh i had problems posting so i thought its easier to do sentence by sentence!

Phil

+Lana Tieu

I understand, but it will be easier if you put your answer in a single reply and then you give me time to respond.

Can you please describe what you are trying to achieve in more detail?

Phil

+Lana Tieu

I am here to help. Can you please describe what you are trying to achieve in more detail?

L_T

so i have one form that customers complete. once this done and they hit save then i need an email to be sent thru work flow.

BUT Workflow is fixed and i need it to be flexible.

so the only thing i can think of is to write a condition. but how do i make this condition?

the condition is: if it is in one country then the email needs to be sent there and if it originates from another country the same form needs to be sent to that country.

i only have one form okay so in the dropdown to select source its only that one form.

L_T

unless i go crazy and make individual forms 100x!

L_T

so how do i write my condition? and i quess i need new tabs in my sheet

Phil

+Lana Tieu

When the customer completes the form, how do you determine which country to choose? If there a field in the form that indicates the country?

L_T

currently no

L_T

so i need to get them to select country and this is how i can pick this column as my condition right

L_T

?

L_T

start again

L_T

if so how do i write it?

Phil

+Lana Tieu

Is there exactly one target email address per country?

L_T

yes

Phil

+Lana Tieu

Here is one way to do it.

Add a new worksheet to you workbook. It will contain the list of email addresses for each country. Call the new worksheet “CountryEmail”. 2. In the “CountryEmail” worksheet, enter “Country” in the header of the first column. Enter “Email” in the header of the second column. 3. Enter country names and email addresses to fill in the new worksheet. 4. Open your app in the Editor and add the new “CountryEmail” worksheet as a table.
On the Data > Columns pane open the new “CountryEmail” table and make sure the “Country” field is the key of the table. 6. Update your form to allow the user to enter a country name in a new field called “Country”. 7. In the Editor, open the table containing you form and make the new “Country” field a “Ref” to the “CountryEmail” table. When the user fills in the form, they will be asked to select one of the county names from your “CountryEmail” table. 8. In your workflow rule enter [Country].[Email] in the “To” property.This will take the value in the “Country” field of your form and use that value to find the appropriate row in the “CountryEmail” table. It will then use the value in the “Email” field of that row as the email address.

L_T

Sweeeeet cheers Phil

L_T

as Santiago would say …“lets check that of!”

Phil

+Lana Tieu

I did part of this from memory. Let me know if you run into any problems but the approach will definitely work.

L_T

yes i will try this out tm and i think it similar to an expression i used for another thing so hopefully this will do the trick!

L_T

so i have only one form n once its filled out and they hit save. i need a workflow thats gives me the option to choose between diff vendor emails

L_T

is this possible with a condition

L_T

and if so can u write the condition i need to make

L_T

in the workflow

L_T

so say if send to oranges then dont send to apples or vice verser

L_T

its really hard trying to explain what in need to do in writing do u guys have whatsapp i can call

Phil

+Lana Tieu Please slow down. You are making it very difficult to help you. I cannot keep up with the flood of posts.