We are trying to send emails from a Connect Workflow. We have it designed so it is going to decide via a Job Preset whether or not a record has an email address.
First question is whether or not our design idea for the workflow is correct or should we be doing this a different way?
Second question is if we are doing this via a job preset, how should we setup the conditional for whether or not a field is blank or not.
Should be a super simple answer for both.
Create a field that indicates “Y” or “N” for an email address. You can set the “location” of this field to “Javascript”, and in the code, evaluate whether or not the email address is blank. Or, you can use the email address field itself, and in the instructions below, check to see if “email” contains “@”.
You will eventually Filter records on that field, so when you create the Job Preset, check the “Apply filtering and sorting to record selection”.
On the next part of the dialog, “Data Filtering Options”, select your Field and its value. You won’t need to do any Sorting so you can skip that section when you click “Next”.
You’ll create two Job Presets, one where the value of that field indicates an email address, and one where it doesn’t.
In your Workflow, you’ll first do your Data Mapping and then your Create Print Content (your template). Then a branch with the “has email” Job Preset, followed by an output step, and a second branch with the “does not have email” Job Preset, and output.