Design an Email Template

[kumaresan]

Its a Simple, still i'm asking help me with a example pls

I have Account and 10 contacts with Status as Active / Inactive

I need to create a email template for each account, with only active Contact details in a tabulor form with fields Name, Contact Number, Status or in some cases, list all contacts under a Account.

Once i have a template, then i use it on Workflow with filter to send email !

Link this

Dear User,

Please find the Contacts under your Account Name bellow

Name	Contact Number	Status
Name 1	1234567890	Active
Name 2	1234567852	Active

Thank you

[victor]

kumaresan,

Beginning EspoCRM v.9.0.0

You can use the following code for your Email Template (you can also change the styles yourself) for Account, Contacts whose status is Active:

<p>Please find the Contacts under your Account Name bellow</p>
<p></p>
<table style="border: 1pt; border-spacing: 1pt; border-collapse: collapse; width: 100%;" cellpadding="4" border="3pt">
<tbody>
<tr>
<th width="35%" align="left">Name</th>
<th width="35%" align="left">Contact Number</th>
<th width="30%" align="left">Status</th>
</tr><tr x-if="{{equal status 'Active'}}" iterate="{{contacts}}">
<td>{{name}}</td>
<td>{{phoneNumber}}</td>
<td>{{status}}</td></tr>
</tbody>
</table>
<p></p>

For Contacts whose status is Inactive (for second Email Template), replace the line:

</tr><tr x-if="{{equal status 'Active'}}" iterate="{{contacts}}">

to

</tr><tr x-if="{{equal status 'Inactive'}}" iterate="{{contacts}}">

More about iterate attribute: https://docs.espocrm.com/user-guide/...#each-iterator
More about Conditional rendering attribute x-if: https://docs.espocrm.com/user-guide/...attribute-x-if

A special request is not to create more than one topic with the same request, like this one: https://forum.espocrm.com/forum/gene...-email-summery

[kumaresan]

victor Thank you and I appriciate your Efforts; I will definetly Try and share my experience.
you mentioned Version 9.0; Current Release at ESPO Website is 8.4.2; Will this code will work now as well ?

[rabii]

Yes the code above should work fine in 8.4 and up. the iterator was introduced in version 8.4

https://github.com/espocrm/espocrm/issues/3122#issue-2473130184

[victor]

It is better to wait for EspoCRM 9.0.0.

You can try testing on EspoCRM 8.2.4: not for the Email Template, but for the PDF Template (based on the Account entity).
The fact is that on EspoCRM 8.2.4 for the Email Template the code I proposed is not saved quite correctly, but for the PDF Template - everything is ok.
So, you can design your template (styles, font, etc.) on PDF Template, and when EspoCRM 9.0.0 is released, just transfer the code to Email Template.

[conceptmedical]

victor, I have checked the same, Its working fine in PDF. but the requirement is for email template to push the item details in email body.

[victor]

conceptmedical

I wrote about this in the previous post. Please wait for EspoCRM 9.0.0.