How to associate an Approved Document with a Suggestion record in CRM?
- To assign an Email action to a Suggestion, set the Record Type as Email_vod
- Set the Suggestion_vod.Email_Template_vod field to TRUE
- Populate the following fields on the Suggestion record with the required value from the Approved Document record:
Suggestion_vod.Email_Template_ID_vod__c = Approved_Document_vod.Vault_Document_ID_vod
Suggestion_vod.Email_Template_Vault_ID_vod = Approved_Document_vod.Vault_Instance_ID_vod
CRM Help Documentation: Sending an Email from a Suggestion