Correct Fields and Syntax - Quoted Line Items

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

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. 

I'm surprised, because as Sugar cloud is running on AWS and using many of it's services, should be easier to fix?

That's my thought as well. Having to pivot away from AWS related services was not on our radar and still isn't a solution we are keen on. 

That's my thought as well. Having to pivot away from AWS related services was not on our radar and still isn't a solution we are keen on.