在工作流的电子邮件步骤中获取主题实体的标题 [英] Get title of subject entity in email step of workflow

问题描述

大家好，



详情如下。



创建了WorkFlow ，它将在分配记录的实体案例时开始。



现在步骤如下。



1. 检查条件： -

Hello all,

The details are like below.

WorkFlow is created which will start when "Record is assigned" of Entity "Case".

Now the steps will be like below.

1. Check Condition :-

-> one "Option Set field value of Case Entity" is equal to one option.
-> then stop the workflow with status "Cancelled".

2. 检查条件： -

2. Check Condition :-

-> if Case statuscode is Resolved,   
   then 
        a-> if one "bit field value of Case Entity" is equal to yes,
            update the Case Entity.

        b-> Check Condition :- 
            if Customer field of Case Entity contains data
            then
                Send Email -> which will include the "title" attribute of "Subject" Entity (Related with Case Entity).

所以，这里主题实体的标题没有在下拉列表中填充。



请参阅截图 - CRM2011_WorkFlow_Subject_Title_Issue 。



所以，指导我做什么？



谢谢，

Tadit

So, here the title of Subject Entity is not getting populated in the dropdown.

Refer Screenshot - CRM2011_WorkFlow_Subject_Title_Issue.

So, guide me what to do ?

Thanks,
Tadit

推荐答案

我的队友终于帮我解决了这个问题。



我们创建了一个自定义 WorkFlow ，将在电子邮件之前获取主题 实体 标题。

主题 实体是案例查找 > 实体，因此我们可以获取值并将其存储在另一个属性中。



现在，在电子邮件中我们将只获取此新内容致电数据并在电子邮件的主题中进行分配。

My team mates finally helped me in resolving this isssue.

We created one custom WorkFlow, which will fetch the Subject Entity Title before the email.
The Subject Entity is a lookup in Case Entity, so we can get the value and store that in another attribute.

Now, in the email step we will just fetch this new attribute data and assign in the Subject of email.

这篇关于在工作流的电子邮件步骤中获取主题实体的标题的文章就介绍到这了，希望我们推荐的答案对大家有所帮助，也希望大家多多支持IT屋！