Change e-mail templates, fields not working

[ToxicBear]

Hello,

We’ve been using EspoCRM for a few months now and are very happy with it.

We're currently trying to update our email templates but are having trouble getting some variables to work—specifically the assigned user and related entities. We’ve tried using the fields from the Entity Manager, but no success so far.

Do you have any suggestions?

Kind regards,

[emillod]

You have to go into Email Templates and there choose from dropdown entity which will be a parent of an email. After that you have a list of available variables.
For example in tasks to show assigned user name, you have to use variable {Task.assignedUserName}

[ToxicBear]

Thank you for the reply. So we have Email Templates and Template Manager. But I can't find a list with possible variables. Also in the Template Manager we use {{example}}. Could you maybe explain a little bit more how we can solve our issue?

[shalmaxb]

the available fields are in the email template. There you first choose the parent entity on the left side and then a dropwdown appears on the right for the available fields.

[ToxicBear]

Thank you very much!
I found the list of variables, but when I try to add one to the template manager, it doesn’t work. I’ve tried using both single {} and double {{}} brackets, but no luck. I’m clearly missing something, though I’m not sure what.

[shalmaxb]

Hi, open the email templates and follow so:

[ToxicBear]

Again thank you very much! How can I chose this email template as the sending mail when task is created or updated?

[shalmaxb]

Or you have the advanced extension, then you can create workflows for that. Or you have to create formulas for this purpose and sending a mail using the template by ID, which ypou could trigger by another field.
You would need to code buttons for that purpose.
Or you send the mail manually, by choosing the appropriate template.

[emillod]

shalmaxb he wants to customize system emails which are much more limited unfortunately.. You'll have to consider using advanced pack or formulas.

[ToxicBear]

I think I may not have explained clearly what we're trying to do. In Template Manager, we see templates like Assigned - Task. We've edited that one and want it to start with: "Hello John Doe."
John Doe should be the assigned user of the task.

Thank you all for the input

[shalmaxb]

This should be possible to set this way: Hello {assignedUserName}
So you would look in the dropdown on the left for Task and then on the right side the Assigned User.

[ToxicBear]

Yes. That did the trick, just needed to use {{assignedUserName}}. Thank you very much!

Ps.
Next on the agenda is the assigned relation, but I going to try this one on my own.