Mail template with different records and their corresponding fields

[smachado]

Hey!!!
Is there a possibility to create an email template in which I can send several fields of several records of an entity I have created? Example:
I have an entity called 'Products', each product record has created some fields such as 'Price', 'Discount', 'Price after discount', etc. I have created about 2000 records in that entity but I want to send mass mailings to automated customers every Monday of only 7 records with the fields of my choice. I don't know how to create that mail to collect the data from those records.

I'm sorry if I don't explain well!!!!

[Vadym]

Hi smachado,

Such logic can be implemented by using Workflows from Advanced Pack:

https://docs.espocrm.com/administration/workflows/#workflows

If you have any additional questions, please let me know.

[smachado]

Hello everyone,

First of all, I apologize if I didn’t explain myself clearly in a previous post or if this question seems a bit confusing — I’ll try to clarify it better now.

I'm working on a business case using EspoCRM + Advanced Pack, and I’d like to consult the best way to achieve the following functionality.

We have:

• A custom entity called CProductos, which contains fields like:
  • codArticulo (text)
  • name (text)
  • precioCamion (currency)
  • precio7y5P (currency)
  • precio4y3P (currency)
  • precio2y1P (currency)
• The Account entity is related to CProductos via a many-to-many relationship (field: cProductos).

Every week, I want to select 7 specific CProductos and include them in a communication to clients. I want to:

• Send either a PDF or email template that shows these 7 selected products in a table format, with one product per row and columns showing the 6 fields mentioned above.
• The email or PDF is triggered automatically via Workflow (cron job every Monday).
• I want the list of products to change weekly, depending on which products are marked or filtered as “active for this week”.

Thanks a lot in advance for any advice or best practices on how to approach this!