Auto-populating from one contact field to another using workflowsSOLVE
I have a client who is offering open enrollment training at multiple locations. So the form has one field that asks for location that then triggers the next drop-down of enrollment date options.
Based on the customer's choices, I want to customize two emails. One to confirm enrollment, another for a three day reminder.
All of this is setup, but I'd like to simplify the current workflow I have. Basically, if anyone fills out the form and selects a training location, I want to set a date in a universal field (say, "class date") that auto-pulls from the other date fields (that are contingent upon location and are drop-down select items.)
This would allow me to use a personalization token in the emails and more importantly, trigger a global workflow off of that one property (rather than having several different date fields to mess with.)
Thank you for your help and/or ideas!
Solved! Go to Solution.