New Lead Email in Template Manager
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i haven't mess with it, but for sure in some way you're able to pass more variables to email notifications.
I would dig here to find more details
espocrm/Processor.php at 6f676c8a2f0b55f430e8497a6a758b263978ab43 · espocrm/espocrm (github.com)
espocrm/Invitations.php at 6f676c8a2f0b55f430e8497a6a758b263978ab43 · espocrm/espocrm (github.com)Leave a comment:
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Unfortunately, system emails don't have access to these variables. You can try to create own template helpers.Leave a comment:
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New Lead Email in Template Manager
Hi there,
I am trying to modify the new lead template that is in Template manager, but am having trouble displaying a linked record?
This is what I currently have:
The following {{Park.name}} Lead has been assigned to you to action:
Name: {{name}}
Email Address: {{emailAddress}}
Phone Number: {{phoneNumber}}
An information pack has already been emailed to the lead.
I have an entity called 'Park' which has a many-to-one relationship (many leads to one park). I want to display the 'name' field from the 'Park' entity in the email above, but no combination of {{}} tags I try seems to work.
Does anybody know the tag format for linked entities?
Thanks in advance!
*EDIT - This is in the ESPO Template Manager, not Email Templates (so there are no 'Placeholders' dropdown), and I have tried the placeholder {{Lead.ParkName}} which does work in the Email Templates, but not the auto-emails (Administration > Template Manager)
Last edited by mkas; 03-07-2023, 12:42 PM.Tags: None
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