Sugar 12.3 Process Email Templates populating a dynamic table

Hi Robert,

At this time, Email Templates are not capable of populating a dynamic table. However, I believe you could use Doc Merge to achieve what you are trying.

You would need to create a Word Document Template with the data you want to send to your customer and use this Document Template on your BPM Process. Instead of using a "Send Email" event, you would need to use a "Doc Merge" action in your process and it would look something like this:

The process can be completely different, but the important piece here is the "Doc Merge and Send Email". If you open the settings of the action, you would see this.

Be aware that both the Document Template and the Email Template have to be related to the same module that you selected for your BPM Process Definition or else will not be available in the dropdown fields. The resultant document can also be a PDF instead of a Word.

Once the process triggers, the system will fill in the Document Template, attach it to the Email Template and send it to the recipient.

Information about Doc Merge and creating Document Templates can be found here

I hope this helps but let me know if you have any questions about this.

Best,

Francesc

Hi Robert,

At this time, Email Templates are not capable of populating a dynamic table. However, I believe you could use Doc Merge to achieve what you are trying.

You would need to create a Word Document Template with the data you want to send to your customer and use this Document Template on your BPM Process. Instead of using a "Send Email" event, you would need to use a "Doc Merge" action in your process and it would look something like this:

The process can be completely different, but the important piece here is the "Doc Merge and Send Email". If you open the settings of the action, you would see this.

Be aware that both the Document Template and the Email Template have to be related to the same module that you selected for your BPM Process Definition or else will not be available in the dropdown fields. The resultant document can also be a PDF instead of a Word.

Once the process triggers, the system will fill in the Document Template, attach it to the Email Template and send it to the recipient.

Information about Doc Merge and creating Document Templates can be found here

I hope this helps but let me know if you have any questions about this.

Best,

Francesc

Francesc,

Thank you I will look into this. I had already confirmed with Sugar that I could get the Release Options in the email template using Quotes module as the target, so my idea was already going to be scrapped but your method might have saved it.