I am having trouble with Automations. I have my trigger (When a new record is created).
When selecting my Action (send an email), I select all the fields I want to display on the email, but when I test it, it’s only gathering certain fields, others are left blank.
Do I need to use a formula to select the fields? Or ow do I choose between < >name, < >length, or < > ID? I don’t know the difference between these 3.
Any help would be greatly appreciated. Thanks!