CRM workflow conditions work great in majority cases, e. g. I want to send an email upon a particular data event.
Now, there are cases where I want the workflow, email, email template to sit on a module A (let's say Companies) but the condition depends on related record's field. It's almost like '
field of lookup' - but I do not necessarily want to create a field of lookup - just want to query the related record's field value in the workflow setup (field of lookup is very limited at the moment anyway as it does not yet have auto-sync feature).
For example: trigger a workflow in Companies module each time a new Company record is created but only if related Contact record is from country X. At the moment I cannot do that as I am not able to define such condition on related record's field:
such cross module field functionality is already there in the email template:
now, I'd like to have the same lookup field one level above - in the workflow rule setup.
edit:
the main motivation was email notifications (workflow action) attribution to the module record running the workflow. otherwise the workflow can be configured the other way around with current CRM features.
edit 2: