I just want to add the records assigned to User first name into the email template.
My suspicion is that these fields are now in IDM... so they are not available in the user module:
I just want to add the records assigned to User first name into the email template.
My suspicion is that these fields are now in IDM... so they are not available in the user module:
All these fields are replicated from IDM to Sugar. So if you know the names (first_name, last_name, user_name,...) you can use them in BPM email templates like {::assigned_user_link::first_name::} got this assigned {::Accounts::id::} ...
I do not know why they are not shown in the selection during the template definition. Must be a bug.
Harald Kuske
Principal Solution Architect – Professional Services, EMEA
hkuske@sugarcrm.com
SugarCRM Deutschland GmbH
Yes you still do not have the option to select these fields but you can use the the placeholders when you write them yourself just like {::assigned_user_link::first_name::}. Select any field, add it to the text and then replace the field name at the end between the two :: separators by the filed name you want to use.
Harald Kuske
Principal Solution Architect – Professional Services, EMEA
hkuske@sugarcrm.com
SugarCRM Deutschland GmbH
Thanks Harald Kuske... a bit embarrassed that I misunderstood your reply, sorry for that.
However I may still be missing something? I still get no name returned.
From the browsers Inspect element on the edit screen of a user record (in sugar, not IDM):
id="user_name"
So added this in my process definition email template:
{::assigned_user_link::user_name::}
Also tried this:
{::assigned_user_link::first_name::}
But get nothing returned in the email?
I am aware I may be missing something obvious? Thank you so much for your help so far Harald.
Luke.
These are exactly the right strings to be used.
I used {::assigned_user_link::first_name::} too.
On which module did you define the template?
If you run an Enterprise Edition you can run a custom query on that table. A "select * from users" should show that all the fields are filled.
If you run a Professional Edition you should create a row/column report on Users - if possible - with all fields.
All the IDM fields should be synced to Sugar, if not, you have a sync issue with IDM.
Harald Kuske
Principal Solution Architect – Professional Services, EMEA
hkuske@sugarcrm.com
SugarCRM Deutschland GmbH