Hello PV Community,
Seeking some advice on how to configure an email notification for when a new owner is assigned to a Risk and Action. I’ve got the action configured but could use some help on configuring the email notification.
What field can I input so in the email it shows the Risk’s associated Customer, Project and Link? When I select Formula Options, Project nor Customer is available to select.
I am sure there is a field somewhere that links the risk to the project it’s created under and I won’t have to create a new custom field.
Appreciate any guidance. Thank you :)