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Process Author email template - link to an associated record?

Question asked by Bud Hartley on Aug 30, 2016
Latest reply on Sep 7, 2016 by Bud Hartley

In my "old" Workflows, I have email templates that include data from both the triggering record and in many cases an associated record.

 

For example, emails sent by Workflows that are triggered by a Contact record change, includes information from the associated Account record.

 

I don't see "Account" as an option in the related modules in Process Author email authoring for contacts (only the three User options, reports-to Contact, and Campaigns).

 

Would this be a feature request or am I missing something?

 

P.S. The deadline for exiting Workflows looms nearer every day and I have many to migrate to Process Author that use this functionality in the current Workflows.  

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