Correct Fields and Syntax - Quoted Line Items

Hello!

Hoping for a little help with syntax / search string layout. I am trying to pull Quoted Line Items into an process email.

I can successfully pull in a single quoted item using {::products::product_template_name::}

Unfortunately, I don't know how to format the search string to pull in multiple items. I think I might need to use something with "list bind" ?

For example... !list bind='#products' sort='name:asc'::product_template_name

I dont know how to combine the "list bind" string with the above "products" string.

Any advice? Thanks!

Parents

0 Chris Raffle 9 months ago

Hi Riley,

SugarBPM email templates do not have a supported format for iterating through a relationship to output all the related values of a 'many' relationship. You can do that with a Doc Merge template and use the 'Doc Merge' action in your process definition to email out the resulting file. The sample 'Quote' template found on the Sugar Support site should give you a head start on how to display all the related quoted line items in the document.

Chris

Co-Founder | SugarCRM's 2024 Global Outfitters Partner of the Year

Reply

0 Chris Raffle 9 months ago

Hi Riley,

SugarBPM email templates do not have a supported format for iterating through a relationship to output all the related values of a 'many' relationship. You can do that with a Doc Merge template and use the 'Doc Merge' action in your process definition to email out the resulting file. The sample 'Quote' template found on the Sugar Support site should give you a head start on how to display all the related quoted line items in the document.

Chris

Co-Founder | SugarCRM's 2024 Global Outfitters Partner of the Year

Children

0 Riley Long 9 months ago in reply to Chris Raffle

Hi Chris,

Well dang.

That was the original plan (docmerge), but there is a known bug between sugar and our email service provider, AWS SES. Here's a link to the Issues&Ideas request that was filed for us us. https://portal.sugarondemand.com/#supp_Bugs/a94d960e-e81d-11ee-9d5a-060586c13983

If you have ideas about solving that ^^ or a different workaround... I'd love to hear them.

A plain (automated) email with a list of items due for renewal was our simple workaround. .. doesn't seem to be a viable option either. Feels like we are stuck between a rock and a hard place.