Hello all,
I'm encountering an automation issue that I thought adding a delay action would resolve—allowing sufficient time for all record data to populate before triggering the email.
The setup: Our work order base captures information and automatically emails the assigned technician. While most fields transfer correctly, two field agent fields consistently fail to appear: "Job Name" and "Scope of Work."
The first field:
The second field:
The workflow is: The PM manually enters the Scope of Work, which then populates both the Job Name and Job Summary fields. These should all be included in the technician's email.
The inconsistency: Manual testing of the automation shows all fields displaying correctly, but live submissions of new work orders result in missing Job Name and SOW data. I need the automation to run reliably without manual triggering, and populate those fields to the technician
Email output:
Message body:
Any insights into what might be causing this? What am I doing wrong?
