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how to get flex relate field value in process email template

shreya dalvi

Dear All,

Can anyone suggest, how to get flex relate field value in process email template.

We have one custom module as "<X>" and in Task record in "related to" field we have selected parent as "<X>", but we are unable to get value of the same in Process email template of Task module.

Also, relationship not showing in Process email template for module  "<X>".

Thanks,

Shreya

  • 0

    Hi ,

    I don't think a flex relate is really like a field holding any actual data. (lieka one way thing) Ref documentation here.

    I have acheived what you are after though (that related field into email template) with a new text field (in your module 'X') using a calculated value, like:

    related($p_product_s_serialnumber_1,"productcode")

    related($ModuleRelationship,"field-name")   All just selected from the editor:

    The record will need to be updated to pull in the data you selected from the related module (edit then save), or from list view for multiple records select them and and then > recalculate values.  This will update that new field for all the reocrds selected. 

    I hope this helps...

    Luke.