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Emails in workflows, advanced dynamic values

  • Writer: Sacha Cohn
    Sacha Cohn
  • Feb 16, 2019
  • 1 min read

Updated: Apr 24, 2019



When creating custom emails in templates it is often sometimes useful to link to other fields in entities not available on the drop down list.

Example syntax

{!<entityLogicalName>:<LogicalNameAttribute>;""}

{!<entityLogicalName>:<LogicalNameAttribute>/@name;""} for lookups

{!<entityLogicalName>:<LogicalNameAttribute>/@date;""} for date

{!<entityLogicalName>:<LogicalNameAttribute>/@time;""} for time

Example

{!lead:estimatedclosedate/@date;}

Link for more information

Thank you Mark Rockwell, Rockton Software.

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