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71 lines
2.8 KiB
Plaintext
71 lines
2.8 KiB
Plaintext
---
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title: Display Number of Emails Received
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description: Create a workflow to automatically count and display the number of emails received from each contact.
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---
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import { VimeoEmbed } from '/snippets/vimeo-embed.mdx';
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<img src="/images/user-guide/workflows/workflow-number-of-emails-received.png" style={{width:'100%'}}/>
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## Overview
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This workflow triggers every time a new email is received and updates a custom field on the Person record with the total count of emails from that sender.
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## Prerequisites
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Before setting up this workflow, create a custom field on the **People** object:
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1. Go to **Settings → Data Model → People**
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2. Add a new **Number** field
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3. Name it something like "Number of emails received from this person"
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## Step-by-Step Setup
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<VimeoEmbed videoId="1148700336" title="Video demonstration" />
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### Step 1: Configure the Trigger
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1. Go to **Workflows** and create a new workflow
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2. Select **Record is Created** as the trigger
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3. Choose **Message Participants** (available under Advanced objects)
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<Note>
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A Message Participant is a combination of a message ID and a person ID, creating one unique record per message. This is easier to track than Messages directly because we can access the `handle` field, which contains the sender's (or recipient's) email address.
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</Note>
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### Step 2: Filter on Role
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1. Add a **Filter** action
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2. Set the condition: **Role** equals **FROM**
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This ensures you only count messages sent by this person, not messages sent to them.
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### Step 3: Search All Message Participants with Same Handle
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1. Add a **Search Records** action
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2. Select **Message Participants** as the object
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3. Add filters: **Handle** equals the handle from the trigger (the sender's email address) and **Role** equals **FROM**
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4. Increase the **Limit** from 1 to **200** (the maximum)
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This finds all messages from this email address to get the total count.
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<Note>
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The Search Records action is limited to returning 200 records maximum. However, since you're only using the `totalCount` value (not the individual records), this step will return the total number of emails sent by this person.
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</Note>
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### Step 4: Update the Person Record with a Create or Update Record action
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1. Add a **Create or Update Record** action
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2. Select **People** as the object
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3. Find the person by matching their email to the `handle` from the Message Participant
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4. Set your custom "Number of emails received" field to `{{searchRecords.totalCount}}`
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The `totalCount` value from the Search Records action represents the total number of emails received from this person.
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## Related
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- [Workflow Actions](/user-guide/workflows/capabilities/workflow-actions)
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- [Create Custom Fields](/user-guide/data-model/how-tos/customize-your-data-model)
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- [Search Records Action](/user-guide/workflows/capabilities/workflow-actions#search-records)
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