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Peter Cowen creating a email template from 2 different sources
Is it possible to create a email template that references two different records (for example 2 cases for the same thing).
We currently create 2 change requests in a custom object for the same task over 2 days but we would like to automate an email that references fields from both change requests before sending out
We currently create 2 change requests in a custom object for the same task over 2 days but we would like to automate an email that references fields from both change requests before sending out
Domantas KavaliauskasYou could add lookup field to your custom object. The relation would allow using both records in template.