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13,752if you work with email templates; you might have to create a template which is to be sent from a custom entity & hence you will need field values from that entity.
Now out of the box – CRM doesn’t provide you an option to populate the field values from a custom entity, so lets dig in and understand ; how this can be done.
1.Go to Templates from CRM settings and click on email templates ; click on “new” & in the popup select template as “Global”:
now if you notice – CRM gives you templates for individual entities as well but since we need one for custom entity – we will have to select global.
2. In the Template form, fill subject & Title.
3.In this example – i have a custom entity Loan, i would like to send email from this entity using an email template with Loan amount and customer populated. Customer is a lookup so lets do it.
Standard format is : {!EntityLogicalName:FieldLogicalName;}
for lookup values ; you would want to retrieve the name so you have to do it like below :
4. Hit save and it will be resolved:
5. now lets retrieve the loan amount which is a currency field:
6. Hit save and see the how this resolves as well:
if you have noticed – i have also inserted the current user name from out of the box feature “insert/update” from top button.
Similarly, you can do this with other fields like below :
single line of text : {!EntityLogicalName: FieldLogicalName; Default Text}
Date : {!new_loan:new_approvaldate/@date;}
Time : {!new_loan:new_approvaldate/@time;}
Lookup : as we did above
Optionset : {!new_loan:new_loantype/@name;}
7. Now lets see our template in action ; i will go the loan entity record and insert a template:
Yay! it worked like a charm.
so , that is how it is done. Let me know if you face any difficulties.
Cheers!!
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