New Lead Email in Template Manager

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  • mkas
    replied
    Originally posted by emillod
    Unfortunately, system emails don't have access to these variables. You can try to create own template helpers.
    How do I create a template helper?

    Leave a comment:


  • emillod
    replied
    item
    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:


  • item
    commented on 's reply
    hello @emillod,
    you say that we can make custom helper and it's avaible in system template ?

    my secondary question is then :
    why system template have not access template helper

    Best Regards

  • emillod
    replied
    Unfortunately, system emails don't have access to these variables. You can try to create own template helpers.

    Leave a comment:


  • mkas
    started a topic New Lead Email in Template Manager

    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.
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