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#3139 - WorkFlow issue

Open Bug? created by Gal_Shamir 4 years ago

In the workflow, when I choose: Action - Send SMS Sms to - Related field -> which fields should be displayed to choose? I need to send SMS to the Mobile Number in some record (Cases) and I can not choose this field.

Can you please assist?

Thanks, Gal

  1. tactionsoftware member avatar

    TechEsperto Solutions Pvt Ltd Provider

    4 years ago

    You can select module’s related/linked record here(The parent/related module must have the ‘phone_mobile’/’phone_alternate(Accounts only)’). For more detail you can go through the documentation

  2. Gal_Shamir member avatar

    Gal_Shamir

    4 years ago

    Hi, I have related records in the module that the WorkFlow is working on. I can't choose the related fields. Attached screenshot for you to see. If this is not clear, please send me an email and I'll provide a video/ schedule a short meeting.

    Thanks, Gal

  3. tactionsoftware member avatar

    TechEsperto Solutions Pvt Ltd Provider

    3 years ago

    Please send me screenshot of your issue. Thanks,

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