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Sending an email with attributes from multi link records

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  • Sending an email with attributes from multi link records

    Hi,
    I wanted to ask if there is a possibility to somehow create an email template, which loop trough multiple related records and basically put down information about them in the template. So essentially its a similar feature to what the sales pack has with the itemList, where you can loop through it and put the information about those items in the list into a PDF template. https://gyazo.com/fa4bcc939c968662aae503b6cf63f80d .

  • #2
    Hi Mark,
    I think it is possible. Try this for Account entity to fetch data from related Opportunity records.
    Code:
    <table>
      <tbody>
        <!-- {{#each opportunities}} -->
          <tr>
            <td>Opportunity name: {{name}}</td>
            <td>Opportunity amount: {{amount}}</td>
          </tr>
        <!-- {{/each}} -->
      </tbody>
    </table>

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    • #3
      Hi,

      Not possible. Email templates do NOT support the same logic operators as PDF templates do.

      It's considered to add an experimental support in the future.

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      • #4
        Ops, sorry. My bad. Juri is right. I admit that it is not supported for the email template.

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        • #5
          Is it possible to add this kind of functionality to the email templates with code? And if yes what would be the best way to do it?
          Last edited by Mark; 04-10-2020, 11:33 AM.

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