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Originally posted by Unknown

I have a workflow that launches from a connection request. In the email that is sent via the workflow, I want to include a certain attribute associated with the connection opportunity as well as a link to the connection request.

I need to set the following information in the workflow given the entity is the connection request.

  • Connection Request Id

  • Connection Opportunity Name

  • Connection Opportunity Id

How can I get the information above so that I can add the specific attributes and include a link within the notification email?

1 Answer

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edited
 
Best answer

Originally posted by Unknown

In order to obtain the connection request information you need, you'll need to add 'Lava Run' actions and then add those to workflow attributes.

Attribute - Connection Request Id (Field Type - Integer)

Lava Run:

{% assign connectionId = Workflow | Attribute:'ConnectionRequest','Id' %}

{{ connectionId }}

Attribute - Connection Opportunity Name (Field Type - Text)

Lava Run:

{% assign connectionopp = Workflow | Attribute: 'ConnectionRequest','ConnectionOpportunity' %}

{{ connectionopp }}

Attribute - Connection Opportunity Id (Field Type - Integer)

Lava Run:

{% assign oppId = Workflow | Attribute: 'ConnectionRequest','ConnectionOpportunityId' %}

{{ oppId }}

A sample workflow can be found here.

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