I have created an email template that contains fields from both Organization and Person. The email template is utilized in a Workflow to notify when a field value has been updated on the Organization. When I receive the test email the Organization fields contain data. However, the Person fields are blank. I have attempted to add Email Template Person in the Action of the workflow but there is not template available to select for the person. How do I send an email from a workflow that contains the Organization data along with the People that are associated with the Organization?
Hi @scooterx,
I couldn’t replicate the same issue on my end. Have you tried contacting our support so that can take a look at your specific account to perhaps found out what the problem may be?