Question

Email address from meta data name filed

Updated November 22, 2016

asked on November 22, 2016 • Show version history

I have a Metadata field as a dropdown list populated with names. When the document is sent through workflow I would like to populate the Email Address fields with that individual's email address.

For example if "John Q Public" was in the Metadata field was selected during or prior to the starting of a workflow I could get and populate the TO, CC or BCC in a email object with the John Q Public's email address where appropriate.

0 0

Replies

replied on November 22, 2016 • Show version history

Hi Richard,

You may want to check out the Query Data activity to incorporate in your Workflow. With this, if you have an external data source which maps the person's name to their e-mail address, you could query based on the existing metadata field and return the e-mail address as a token, which can then be used to populate the recipient fields in a subsequent E-mail activity.

Hope this helps!

[Edit: missed the end goal but philosophy is the same. Updated.]

0 0

replied on November 22, 2016

Hi Richard I am agree with James

You should use a Query statement to get that result

I added an example of what you can do.

Just make sure that you are adding all the emails on your query statement

Hope it works for you.

Regards!!

SendEmailCase.swf (2.01 MB)

0 0

You are not allowed to follow up in this post.

Question

Question

Email address from meta data name filed

Replies

Sign in to reply to this post.