I am trying to troubleshoot an issue for a client where fields from a Send Email step in a simple workflow are being cleared when they hit Save and Close. I can replicate the issue in their environment as well as my demo environment (both hosted/online 2016 - my version is (8.1.0.359) (DB 8.1.0.359)).
Here are the steps to replicate the issue:
1. Create a workflow process
Any name,
Category: Workflow;
Entity: Opportunity;
Run workflow in background: True;
Start When: Record is created;
Scope: Organization
2. Add Step - Send Email
Any name
3. Click Set Properties
--- Fill in the From, To, CC, and BCC with Users.
--- Add an Email body. This is the text I am using:
"A new sales opportunity has been created by [Created By] for [Opportunity].
Probability Stage: 10% - First meeting (needs discovery)
Estimated Revenue:
Estimated Close Date:
For more information on this new opportunity, select the Regarding hyperlink below."
--- If you want, set dynamics values for the [Created By] and [Opportunity]
4. Save and Close
5. Click Set Properties again
ISSUE >>> To, CC, and Email Body values are cleared and Form Assistant options are no longer available.
I have no idea what CRM is doing or how to get it to retain the values instead of clearing them. It's like something is forcing the editor into a corrupted state.
