Show Entity ID on the Body of a Send Email Action of a Contact Workflow

Scenario

When sending emails directly on the Contact record, the Entity ID is showing. However, emails sent from Workflow does not show the Entity ID. This is due to the incorrect syntax/formula on the Body of the Send Email action of the Contact Workflow. You will need to use template when using functions like ?keep_before. 

 

Solution

1. Navigate to Documents > Templates > Email Templates > New
2. Name: Enter Preferred Name 
3. Record Type: Select Entity
4. Template:
5. Text Editor: Enter ${contact.company?keep_before(” “)}
6. Click Save
7. Navigate to Customization > Workflow > Workflows
8. Preferred Contact Workflow: Click Edit 
9. Double-click State 1
10. Click Send Email action
11. Parameters:

• Content: Select Use Template
• Template: Select Preferred Template

1. Click Save