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New Workflow Action Variable: "Record Details"
I know I can use a document attached to an email workflow to do this, but, sometimes a document is heavy, and you just want to send an email.

I’d like to be able to email the record details from a record, via the email workflow action.

For example, we can get the body of a record via: %RecData%, but, it does not include any of the record details. I'd like to propose a new variable "%RecDetails%" which shows the details tables in a nice format, but, has modifiers so we can choose all or some of the details tables.

In the case of a Projects table with related Risks, Budget and Schedule tabs, it might look like:

%RecDetails:”Schedule Milestones & Tasks”%
%RecDetails:”Budget”%
%RecDetails:”Risks”%

… where the :”something” syntax tells the variable expander code to expand the details section which is referenced within the quotation marks. Perhaps leaving off the modifier just means, "show all details".

Another reason to allow specifying which details tables is, when some of the details tables are meant to be internal-only information. You might want it available visually, for users, but not make it available in an email.

This would be a helpful addition for the times when sending a document is not desired, but you still would like to show the record's details in an email.
ID
773
Category
Setup
Author

Rick Cogley
Date Created
10/14/2014 2:07:40 AM
Date Updated
10/14/2014 2:07:40 AM
Status
New Idea
Score
10
Promoted By
Rick Cogley
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