Tip #874: Update email subject or body with workflow

Sometime, somewhere you are going to want to update the subject line or body of an email after it has been sent or received with a workflow. If you do, your workflow will fail with the following error:

“Cannot update subject or description unless email is in draft status.”

To make your workflow succeed, have it first update the status of the record to “Draft,” then modify the subject or description field, then set the status the desired “completed” status.

2 thoughts on “Tip #874: Update email subject or body with workflow

  1. CRM User says:

    Is it possible to update the body of an email dynamically using OOB workflow in CRM 2011, when the email is in draft status??

  2. Thomas bo says:

    This saved my day – thanks

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