display fields from related record on Email Template

Question

Hi,

I'm wondering if this is possible in Sugar? I came from SFDC and had used this function for a lot of my email templates during my SFDC days. Going into Sugar, I wanted to know if it's possible to display fields from related records on email template.

A good use case for this is I have a module connected to Contacts. When creating my email template, I'd like to use just the Contact's First Name on the email template instead of the Contact's full name. In SFDC, I will simply do the following:

Job_Application__r.Contact__r.FirstName__c

Where "r" denotes pulling related fields and "c" is the actual field being pulled. This example means The main module is Job Application, pulling in fields from Related Module Contact and returning the value of FirstName__c.

Is it possible in Sugar?

Niegel Leoncio · Accepted Answer

Hi Niegel Leoncio , The exact syntax will be specific to your module names and relationship names. In a stock instance, 7.11.0.0 Enterprise, I did the following: 1. Navigate to Module Builder 2. Create and deploy a custom module named ja_jobApplication (Applications) 3. Create one new Application record with a Contact named Gill Hicks related in the Contacts field. 4. Navigate to Studio > Contacts >Relationships 5. Create and deploy a custom 1-to-many relationship between Contacts and Applications contacts < 1-to-many > ja_jobApplication 6. Navigate to Workflow Management 7. Create a new template in the Applications module 8. Add this variable in the body of the template: {::future::ja_jobApplication::contacts_ja_jobapplication_1::first_name::} 9. Create a new legacy workflow that sends this alert to a monitored inbox 10. Navigate to the record in step 3 above and trigger the workflow The email arrives with the name "Gill" where the variable had been in the template. I hope this is helpful.