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Topic

    Mohamed Hossam
    Use Custom Objects in Automatic Message TemplatesAnswered
    Topic posted July 18, 2019 by Mohamed HossamBlue Ribbon: 750+ Points 
    30 Views, 2 Comments
    Title:
    Use Custom Objects in Automatic Message Templates
    Summary:
    Need to get CO info in Msg Templates
    Content:

    Dears, 
    After Greetings !! :)

    While trying to add detailed address of contact in the part (message templates) for the action (Email Incident Information), I cannot get results for the address as below.


    What I mean is that regarding address (We made it as custom object and it`s not field, but it`s custom object that may create more than one address)..

     

     

     

    And we cannot get results in the received email for the green variables ...

     

    Version:
    19A

    Best Comment

    Lakshay Bhalla

    Hi,

    You can do so by creating a report which consists only the Address field of that custom object and then add filter to fetch the particular contact/incident. Then in message templates you can use the merged reports to get the address in the message templates. [This report must always return one row only]

    We our self use this for getting custom object data for incidents in the Acknowledgement mails.

    Thanks

    -Lakshay

    Comment

     

    • Lakshay Bhalla

      Hi,

      You can do so by creating a report which consists only the Address field of that custom object and then add filter to fetch the particular contact/incident. Then in message templates you can use the merged reports to get the address in the message templates. [This report must always return one row only]

      We our self use this for getting custom object data for incidents in the Acknowledgement mails.

      Thanks

      -Lakshay