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How to add custom field to workflow send email

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  • How to add custom field to workflow send email

    Hi,

    I want to add custom field to workflow -> Action -> Send Email -> for to address

    I have a custom email field in Leads as Source User Email. I want to send email to that "Source User Email" when the status change to converted. its a simple workflow.

    But the thing is in the send email workflow custom field not showing.

    Is there anyway to make this happen ?
    Cheers!
    Nishan.

  • #2
    Hi Nishan,

    It is not possible, only the email type fields are supported, this can be a feature request (I dont think will be implemented because against the design) or you can edit the code manually to include the varchar fields in the list (this needs much more work).

    What I suggest is to make a new custom entity from type Person and link it to the lead, then you can send the email to it.
    CEO of Eblasoft
    EspoCRM Expert since 2014
    Full Stack Web Developer since 2008
    Creator of Numerous Successful Extensions & Projects​

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    • #3
      Hi eyemen,

      Thank you for the reply. I figure it out with the entity from type Person. thank you for the advise. actually its a good feature as I guess. Let me request.
      Cheers!
      Nishan.

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