Hello,
I have a 'Client' table linking to another table that holds information about Event Labor. From the Event Labor table, I am trying to send an automated email to the client (email address linked from its own table.) When creating the action, the 'Email (from Client table)' is an option, and then I have the choice Linked Record ID or Value. I assumed to use Value but neither choice is working. Any solutions?
Video to show my work https://www.loom.com/share/38183324bec943ca8c58bffa9ac91162
Hi Jade, from your video, you only have 1 record checked. that record does not have a client linked. So the error you are getting would be expected.
Hmm, in your Trigger could you try selecting a record that has a value in the "Email (from POC/Clients)" look up field?
Once you do that it try setting up your "Send an email" action again and it should work as expected
Perhaps you might also want to add the condition "When 'Email (from POC/Clients)' is not empty" to your automation as well?
Hi Jade, from your video, you only have 1 record checked. that record does not have a client linked. So the error you are getting would be expected.
OMG, yes! I was staring at it for so long and it was so simple. Thank you for the second set of eyes!
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