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MemphisJim Using Apex to trigger an email alert when a new note has been added
I have a custom Project object. I also have a custom Project Note object. I need to create a workflow rule that sends an email alert to all team members of the Project when a new note has been added to the Project Notes. Currently, the way we are managing this is by creating duplicate fields in both the Project and Project Note. When a new note is created, the data from the fields in the Project record are automatically copied to the identical fields in the Project Note record. This allows those custom fields to be visible in the Related User list available to email alerts in the workflow rules.
This seems like a lot of extra work for a simple workflow rule. Is there not an easier way to send an email alert to custom user fields in the Project object record, without having to have duplicate fields in the Project Note object record?