I have not experimented with this but try

#case_primarypersonid# as I think that CRM will translate this to the persons email address.

Hi, I have just tried that but did not work, got an error message. will post error shortly

Hi Jack,

I have attempted a similar scenario where the Send Email rule appears if a Call has been attempted and is set to In Progress. Sending an Email at this point would be perfect but the view that is used in the background for Sending an Email, (Communication) doesn't include the Lead fields such as lead_personemail only the User fields. I would say it is the same for Cases and Opportunities.

I hope that saves you some time anyway Jack.

Regards,

Penny

Jeff,

Would a new view connecting the person table and fields be the best solution for workflow rules where these fields are not showing?

Thanks in advance.

Regards,

Penny Vaskess

Hello all,

I have tried both #case_primarypersonid# and #pers_emailaddress# both with error messages. Has anyone found a resolution for this? If so, what version are you running? I am on v7.2g.

Any insight would be greatly appreciated.

Thank you,

Stephanie