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Adding custom fields to email template records?

Jeff C

I noticed there is no Email or Email Tempates listed in Studio.  We'd like to add a field or two to classify our different email templates, say we send different emails to prospects based on the business industry they are in so we'd like to add an 'industry type' field to the template.  Looks like this isn't possible (at least not through the interface.) So at this point we are putting the industry in parentheses in the template name which is kind of a clunky way to doing it.

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  • 0

    Hello Jeff C,

        By default, Email or Email Templates modules are not listed in Studio. But you can enable these and other modules which are by default not visible in Studio. Kindly follow the following steps:

         1) You can achieve the same by just adding one blank file into the following path:

    modules/EmailTemplates/metadata/

         2) Add a blank file named: "studio.php". No need to add any PHP tags or anything. Make it completely blank.

        

         3) After adding a file, check into studio, you will definitely find the "EmailTemplates" module there. No need to perform "QRR".

        Let me know, if it works or not.

  • 0 in reply to Sohan Tirpude

    Hi Sohan Tirpude

    I tried with your solution its work when adding a new field but the rest that related to interface doesn't work. 

    Did you have a same situation?

    Thanks,

    May

  • 0 in reply to Autchara Chaiprom

    Hi Sohan,

    Any Sugar cloud-compliant solution?

    Thanks!

    Damien Pochon

    CRM & Digital consultant @ ITS4U Group

  • 0 in reply to Damien Pochon

    Hi Damien,

    It should be possible via Module Loader. Create a loadable package for the "custom"-path. I just tried it on a on-premise version though, but I think in the cloud version this should be possible as well.


    Regards
    Rene

Reply
  • 0 in reply to Damien Pochon

    Hi Damien,

    It should be possible via Module Loader. Create a loadable package for the "custom"-path. I just tried it on a on-premise version though, but I think in the cloud version this should be possible as well.


    Regards
    Rene

Children
  • 0 in reply to Rene Ryhner

    Can you explain further?  I'm not sure I follow, but have also been wondering the same thing about being able to edit the email module myself for a long time.

    Thanks,

    Vicki

  • 0 in reply to Victoria Becker

    Hi Victoria,

    You need administration rights for the following steps.

    Create a manifest.php (you may use the manifest Example on that site), put it in a folder, change it for your needs and add the following "$installdef Action". make sure that you keep the value 'is_uninstallable' => true. like this you are able to go back, if you don't like what you see

    $installdefs = array (
    'copy' =>
    array (
    0 =>
    array (
    'from' => '<basepath>/custom',
    'to' => 'custom',
    ),
    ),
    );

    Starting from the folder where the manifest.php file lies, build up the following path:

    custom/modules/Emails/metadata/

    custom/modules/EmailTemplates/metadata/

    In every metadata folder you put an empty <studio.php>-file

    After this, zip the content of the folder, open the Module Loader in the Administration Menu. Load up the zip-File. You will see the package in the below section of the Module Loader. Click on the install button, if everything works fine, you will see a success message. After this I did an "Rebuild and Repair", not sure if it's really necessary. 

    As I mentioned above, I performed it on a on-Premise version (8.0.2 Enterprise).

    Hope it will help you out.

    Regards
    Rene