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Associate Record to Email action

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Associate Record to Email action

Associate a record with an Email [sys_email] record so that you can track which record is affected by the email.

Roles and availability

  • Available as a Flow Designer core action. Users with the flow_designer role can add an action to a flow and define configuration details.

Fields

Field Description
Email Record Email [sys_email] record that the Target Record associates with.
Target Record Record to associate to the email record

Output

  • This action updates the Target field on the Email [sys_email] record.

Example

In the following example, a process owner adds the Associate Record to Email action under an inbound email trigger. The user has also added a Create Catalog Task action in the flow. In the Email Record field, the user selects to associate a record to the email that triggered the flow. In the Target Record field, the user selects to associate the Catalog Task [sc_task] record that is created in the Create Catalog Task action.
Example of using the Associate to Email action
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