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Create filter based on related record
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?

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Create filter based on related record - Guido1982 - 03-12-2019, 03:42 PM

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