• How to add custom link button in email template

    Hello All, I am using Process Email Templates to send Process Definitions. Custom module have url fields say, url = " ">https://abc.com/?id=A123" TinyMCE encodes a[href] Fields Selector {::Modules::url::} to %7B%3A%3AModules%3A%3Aurl%3A%3A%7D…
  • Populate Process Definition triggered email with addresses from text field

    Hi all, Tick box triggers an email via process definition. (Leads Module) (This will be to forward Leads to Partners - we do not convert them here) I want to get the recipients from a text field (not an email address field) on a related module …
  • case_number (Case module) field is not working on Process Email Template

    Hi there ! I'm facing a strange issue. The field case_number is not processed in my email template when I'm sending a notification through a workflow. Customer is complaining about this issue but the version of Sugar hasn't changed since June 2018 …
  • Related Process Definition triggered Emails to the record

    Hoping to be pointed in the right direction... Sugar Enterprise v10.3 We now send out a lot of auto emails [process email templates] triggered from many different process definitions. What is the best practice method to get these emails linked to…
  • How to bring in Username (or First name / Last name) onto Process Email Template? (Enterprise v10.2 on Sugar Identity Management)

    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:
  • Field ("variables") in Process Email Templates'URLs (GUI editor)

    Hi all, Is there a way to add custom fields in URL on process email templates. I've tried to go on "Insert/edit Link" then set my link to http://abc.com/a?parma={::Cases::my_field::} , but this will be send as it is, without replacing the field name…
  • How to add process email template with non related module fields ?

    Hi All, I need to add the process email template with non related module fields. Please advise me how to add the non related fields with process email templates.
  • Use IF Else condition within Process Email Template

    Hi, I tried to use below if else one-by-one in process email template html code but email comes with code and conditions are not working. 1. {if $ check_service_c =="Yes"} sometext {/if} 2. <!--{if $ check_service_c =="Yes"} sometext {/if}--> 3. <!--…