Thread Rating:
  • 0 Vote(s) - 0 Average
  • 1
  • 2
  • 3
  • 4
  • 5
Create filter based on related record
#1
I'd like to send out a standard e-mail to a group of accounts that have a common trait. The trait however is a bit complex: they need an asset with one or more specific products linked to their account. Can we create filters based on related record existance or am I better off with setting up a workflow that checks a checkbox in the account on asset save and then filter the accounts on that checkbox?
Reply


Messages In This Thread
Create filter based on related record - Guido1982 - 03-12-2019, 03:42 PM

Forum Jump:


Users browsing this thread: 1 Guest(s)