Hello,
It would be great if we could use cross-object personalization tokens based on associated records within the creation of tasks in an object-based workflow. The main goal is to be able to have different object tokens (for example: use contact name and email within a task that is created within a ticket workflow). The value this would bring is that you don’t have to have unnecessary properties (plus workflows to do workaround) within objects for task tokens to make actions easier for team members.
Thanks,
Clayton
I agree 100%! We have had to spend SO much time duplicating properties across objects and then building workflows solely to have those properties copy over, some of which get unnecessarily complicated considering the data we are attempting to copy.
I would love to see cross-object personalization tokens in all facets of the system, including workflows. The fact that I can’t automate an internal email to say “Associated Company Name” when I have a deal-based workflow without creating an entirely new property under deal properties and another workflow first to have the data copy over is pretty frustrating.