Hello,
I want to know if one of you already designed a solution to include, in a BPM template, a summary (bullet point list or table) of other records linked to my current record.
For instance, send an email for the Opportunity module with a recap of the RLI (name and amount) linked to my opportunity.
My current idea is to create a custom field at the opportunity level, populate by a logic hook, with the data to display. But this is not a really dynamic neither user friendly solution if they want to change the way / the information to display.
Any suggestion is welcome.
Fred