Hi,
I created an email template to use it as workflow email alert. I am facing two problems to which I found absolutely no information on the internet (which is quite unusual so I might have missed something...).
The workflow triggers when a quote reaches a certain stage.
The email contains information about the quote itself, billing account, billing contact, contracts, product bundles and products.
Email template:
Code:
Hi,
{if (true)}
true test
{/if}
quote "{::future::Quotes::name::}" of customer "{::future::Quotes::billing_accounts::name::}" is ready for installation.
Link to quote: {::href_link::Quotes::href_link::}
Quote info:
Bill to: {::future::Quotes::billing_accounts::name::} // {::future::Quotes::billing_contacts::full_name::}
Ship to: {::future::Quotes::shipping_accounts::name::} // {::future::Quotes::shipping_contacts::full_name::}
{::future::Quotes::description::}
{::future::Quotes::assigned_user_name::}
Contract info:
{::future::Quotes::contracts::name::} // {::future::Quotes::contracts::start_date::}
Product bundle:
{::future::Quotes::product_bundles::name::} // {::future::Quotes::product_bundles::description::} // {::future::Quotes::product_bundles::total::}
Products:
{::future::Quotes::products::name::} // {::future::Quotes::products::description::} // {::future::Quotes::products::mft_part_num::} // {::future::Quotes::products::list_price::}; {::future::Quotes::products::deal_calc_usdollar::}; {::future::Quotes::products::discount_price::} // {::future::Quotes::products::quantity::} * {::future::Quotes::products::discount_amount::}
Bye! Result (Example quote):
Code:
Hi,
{if (true)}
true test
{/if}
quote "testquote" of customer "Test Inc." is ready for installation.
Link to quote: Click Here
Quote info:
Bill to: Test Inc. // Invalid Value
Ship to: Test Inc. // Invalid Value
My personal quote description
John Doe
Contract info:
Contract Type X // 09.09.2008
Product bundle:
Group#2 // // 3.270,12
Products:
Product#7 // Product#7 detail info// // 200,00; 1,00; 200,00 // 3 * 0,000000
Bye! So there are two problems I am trying to solve:
- Empty fields are shown as "Invalid Value": How can I add some kind of "is empty" check? I tested the smarty syntax at the beginning of the mail text, but obviously the text is not handled as smarty template. Any chance to e. g. hide the contract section if no contract is added to the quote?
- Some fields (contracts, product bundles, products) contain multiple records. However, only one record is printed. Is there a way to include e. g. the complete list of products?
Any help or hints would really be appreciated.
Regards,
helping
Using SugarPro 6.1.3 On-Premise
Bookmarks