How to: An example of using the Context Browser

You can use the fields, functions, SmartObjects, and workflow context objects of the Context Browser to add and modify information in fields and workflow rules.

Scenario

The example creates an email for a proposal approval. It uses the Send Email step, process data fields, reference item fields, functions, and a workflow context object.

The focus of this topic is the Context Browser, so you won't find steps here that do not relate to the Context Browser.

Steps