Placeholder for Stream.message to client?

[Bill]

Hello, Trying to send an email to a client on the status of his/her case. Would like to add the Stream addition from support to the status email. Looked for Stream / Note etc as a placeholder... What am I overlooking?

Found this https://www.espocrm.com/blog/notifyi...ith-workflows/ but just can not find {Note.post} as a placeholder...?

Someone an idea?

[Maximus]

Hello Bill.

Well, actually you can create a portal user from the Contact (your customer). The portal user is getting the email notifications about posts and status updates (see screenshots). So probably you don't need to create Workflow.

[Bill]

Yes Maximus, thank you for your response... Some of our cases are coming through the API, so thats why. But to get back to my question; Can you tell me what placeholder to use for the Stream.Message to get this into the email response we send to the customer?

[Maximus]

I tried to achieve this but w/o any success. I'm afraid it is not supported for Note. As a workaround you can do this:
1. Create a hidden field of the Text type for the Case entity (let's call it 'updatedPost');
2. Create an Email Template that will fetch the updatedPost filed;
3. Create a workflow that will be triggered if post is updated + update the related record by pushing a new post text to the updatedPost + send Email.

[Bill]

Yes, thanks! Sounds like a good workaround and I will give it a try...!