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How to bring in Username (or First name / Last name) onto Process Email Template? (Enterprise v10.2 on Sugar Identity Management)

Luke Ridgway

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:

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  • 0 Sugar Employee Badge

    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

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  • 0 Sugar Employee Badge

    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

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