Hi,
I am trying to achieve below requirement:
We have a workflow set up which gets triggered when the record is created for a particular (Coverage team) entity. This workflow has a "Send Email"
step and when the record is created, an email gets sent out with properties properties like lead number, address etc.
As a part a new requirement, we would like to display all the activities (email, phone, notes etc) into that email body.
Our so far approach:
1. Add a field called "Customer Notes" but hide it on lead form.
2. On the Save event of Coverage team form, we fired a javascript function that binds all the notes for that lead in a bulleted format to Customer Notes Field. With this approach, sometimes Send Email step executes first and Javascript later, because
of which Customer Notes field is not updated.
3. And in the email template, we would like to display Customer Notes field, that will hold all the activities.
Also, we create coverage team records by importing data from excel. In that case, the user does not open the Coverage team form/page and Save event does not get called. Therefore the Javascript that binds activities to Customer Notes field, do not get fired.
Could you please provide some guidelines on how to achieve this. We would appreciate your help! Thank you for your time and inputs!
