Processes FAQ
You should confirm that the Contact that receives the email (To Specific Contact on the Step record) has a valid email address on their Contact record. If you dynamically identify the Contact through the Email To Contact field, confirm that all potential Contacts have valid email addresses. If the email address is empty on any Contact who is supposed to be emailed, the email sends to Default Contact instead.
If you don't know which template you're using, go to Steps tab, open the Email step, find the Email Template, and click the jump link next to the template name. You'll go to the Template's Message record, where you can click Edit and make your changes.
, and open the Process. On theIf you know which template you're using, go to Edit and make your changes.
, and open the message. Then, clickYes. The On Submit field can contain SQL text that executes when a Process receives a record submission. The system uses the text in this field in the "SET" clause of an UPDATE statement.
Q4: Why isn't my process notifying people via email when they have an assigned task to complete?
Make sure your process has the Send an Email step before the Assign a Task step. Otherwise, the process will wait for the task to be completed before it sends the emails.