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Workflow - how to SendEmail to Contact only where the Role = "Group Leader"?
I need to create a Workflow that sends emails based on the status of a few custom checkbox fields on the Customer record. If X checkbox is checked, send X email template. If Y checkbox is checked... etc. That part is easy enough.
Here's where I'm stuck: the email should ONLY be sent to the associated Contact where the Role = "Group Leader" which is a custom list value that we use. (note: this is not the NS User Role)
I can't find any way thru either a Customer workflow OR a Contact workflow to access the Role field.
Am I missing something? This seems like it should be an extremely easy thing to do.
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