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  • uendi.hajderaj
    Member
    • May 2018
    • 30

    conditions

    I would like to add to all the contacts that do not have an email address, the email address of the corresponding company. How can I do that using a condition (at workflow) so that I don't copy-paste each email address for each contact?
  • tanya
    Senior Member
    • Jun 2014
    • 4308

    #2
    Do you need something like this?

    Comment

    • uendi.hajderaj
      Member
      • May 2018
      • 30

      #3
      I tried yesterday, but the option 'empty' does not aapear in the alternatives. Perhaps is it somewhere esle? Where do I find it?

      Comment

      • tanya
        Senior Member
        • Jun 2014
        • 4308

        #4
        What EspoCRM version do you use? And what Advanced Pack version?

        Comment

        • uendi.hajderaj
          Member
          • May 2018
          • 30

          #5
          Version 5.1.1 and we don't yet have the Advance Pack version, but we will soon book it. Is this 'empty' option included there?

          Comment

          • tanya
            Senior Member
            • Jun 2014
            • 4308

            #6
            Workflow is available in Advanced. Try on the demo

            Comment

            • uendi.hajderaj
              Member
              • May 2018
              • 30

              #7
              we aldready did try Workflow but as said, we don't have the option 'empty' on Email field.

              Comment

              • tanya
                Senior Member
                • Jun 2014
                • 4308

                #8
                What target entity did you choose?

                Comment

                • uendi.hajderaj
                  Member
                  • May 2018
                  • 30

                  #9
                  somehow I can't log in using my username and password

                  Comment

                  • tanya
                    Senior Member
                    • Jun 2014
                    • 4308

                    #10
                    yours? use default

                    Comment

                    • uendi.hajderaj
                      Member
                      • May 2018
                      • 30

                      #11
                      I just tried the demo and it worked when I created a contact myself that doesn't have an email. But somehow it didn't work for the contacts that I have already created before.
                      I also had another question, namely if I can make the last names of the contacts with a link, so that I can directly open the contact when I click, and not open the company first.

                      Comment

                      • tanya
                        Senior Member
                        • Jun 2014
                        • 4308

                        #12
                        How can one automate business processes using a CRM system? In this video tutorial: Discover how to create workflows, define their target entities, add or change trigger types and scheduling, set conditions and actions.

                        what trigger type did you choose?
                        no, link is to contact, but not the url, you typed in last name field

                        Comment

                        • uendi.hajderaj
                          Member
                          • May 2018
                          • 30

                          #13
                          I choose firstly the 'after record created', and then 'sequentially', but the latter one didn't do anything. If I try 'after record saved', willit work on the contacts that have been created and saved before I assign this rule?
                          yeah lile I need the link for ex to be in the contact. It would be much more effective as said to directly open the contact, without having to open the company first.

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