Email template placeholders with multiple matches won't work

[WillRD]

Hi everyone,

We send emails to leads with a workflow (send message task). It works just fine when there's only 1 lead targeted by the workflow.
Since there are more than just 1 Lead targeted, the placeholders don't replace the value at all.

(screeshot of the send message task :
Utilisateur assigne = user
parent relais = lead)

and screeshot of the email received).

Thax a lot for your feedback

[Maximus]

Hi,
Could you also:
1. Tell what is your EspoCRM version?
2. Tell what is your Advanced Pack version?
3. Tell what is the Target entity of the Workflow?
4. Provide your Email Template screenshot.

[WillRD]

Hi Maximus !

Thanx a lot for your concern.

1. Espo version is 5.8.5
2. Advanced pack version is 2.5.9
3. The target entity of the workflow is a custom entity called "Partenariat" (Base) in relation many-to-many with leads
4. Included email template screeshot (we also tried to place the {Lead.xxx} instead of {Person.xxx} and it didn't work either.

Thanx

[Maximus]

Unfortunately, it won't work.
1. Placeholders like {Person.name}, {Person.firstName}, {Person.lastName}, etc. are special Placeholders that work only with the Person type entityes e.g.: Lead, Contact, User, Person custom entity.
So this placeholder doesn't support the custom Base type entity.
2. Placeholder like {Lead.name} supports only a single link connection (relation only to 1 Lead). In your case you have the link-multiple connection.

As a workaround you can:
1. Create a varchar/text type field in order to store all names of the related leads.
2. Create a hook in order to retrieve and push the related names to the new field https://docs.espocrm.com/development/hooks/
3. Add a placeholder of the new field to the email layout.

[emillod]

Maximus he could also create notStorable field which will already with html view ;p

[Maximus]

Good idea.