Suggestion : Workflow action : send email, and assign generated email to team/user

[rinorway]

When a workflow sends out an email, the generated email is not assigned to a team or user.

Maybe it is an idea to allow the assignment of the teams/user of the generated email directly in the workflow.

[tarasm]

It should be assigned only to origin entity (Account, Contact, etc.). What is the reason of assigning to team or user?

[rinorway]

Hi Tarasm, that is because if you are not in the team and you can only see emails that are assigned to a team, you don't see that email.

Eg:

Create a student record, assign coursetype, assign contact.
Workflow : send an email to the finance department (subject : new student, please send invoice) for invoicing (not done in espo) + store the email: email is attached to the student record.
Since the email sent out has nobody assigned, student manager will not see it.

What I do now is trigger a second workflow that assigns the new email to a team.

Its not a big deal, just a suggestion. If you have another approach, I'd be interested.