Looping through children objects in process email templates?

Hi Damien Pochon,

do you got an answer to that problem ? Because we are facing the same problem and I was hoping you solved it !!

Regards,

Fred

Hi Frédéric,
Unfortunately no. We sort of gave up on that, we may put in an enhancement request ticket in the future. 

Workaround: use a generated document, although that's cumbersome. 

Cheers,

Damien

Re,

We already did some customization deep in the PMSE process so we will probably abble to do it. I just want to be sure we were not going to dev something that was already solve in another smartest way.

It will inform you if we do it in a proper and clean way.

Have a good day (and maybe also some holidays).

Fred

For more advanced business process logic problems like this, Make (https://www.sugaroutfitters.com/addons/make) could be a great solution.

For your use-case, you'd create a Webhook that fires when the Opp is Closed Won. The Make scenario would start with a "Watch Opportunities" modules to catch the Webhook, loop through all child objects, build the email and send it.

Make has a great Partner Program too, with free training.