Method:Classic General Q&A

Re: Email Template

Method_Jason — Tue, 08 Oct 2013 13:40:40 GMT

Andrew,

I've been told that this is possible, but may be a little tricky. You may have to build a table using HTML on the email template, and then loop through the EstimateLine table and place the values into that table. Our in-house consulting team has done similar projects in the past, let me know if you would like me to put you in touch.

Jason

Re: Email Template

andy — Mon, 07 Oct 2013 15:32:18 GMT

Thanks for the update.

Re: Email Template

Method_Jason — Mon, 07 Oct 2013 15:21:06 GMT

Andrew,

My apologies for my delayed response to your question. I'm going to try this out today to see if I can find a solution for you. Stay tuned!

Jason

Re: Email Template

andy — Fri, 04 Oct 2013 08:09:01 GMT

Jason,

thanks. How would I then pull multiple lines into one template?

Re: Email Template

Method_Jason — Thu, 03 Oct 2013 19:16:27 GMT

Andrew,

You may need to add additional actions to replace merge fields that pull data from the EstimateLine table. You can find replace merge field options within the Character Function action. Below is an example from the stock Invoice screen.

Jason

Re: Email Template

andy — Wed, 02 Oct 2013 07:54:57 GMT

Jason,

thanks for the reply. Yes, I'm using merge fields to replace fields from the EstimateLine table, but I'm guessing this will only pull through the first record found that matches the filter.

Re: Email Template

Method_Jason — Tue, 01 Oct 2013 20:38:11 GMT

Hi Andrew,

Are you using merge fields to bring date fields and estimate line items into the email template? I'm not sure what you mean by how multiple line items are displayed on an email template, can you elaborate a little more on what your end goal is? I'll have to look into how to format the date differently. I'll post back when I have an update. Thanks!

Jason

Re: Email Template

andy — Tue, 01 Oct 2013 09:18:35 GMT

Just a couple of quick ones.

When displaying date fields on a template is there anyway of removing the time element?

How are multiple line items, on an estimate for example, displayed within a template?

Re: Email Template

Method_Jason — Mon, 30 Sep 2013 14:47:27 GMT

Andrew,

Glad to hear you got it working! Let me know if you have any more trouble, I would be happy to help!

Jason

Re: Email Template

andy — Mon, 30 Sep 2013 14:23:37 GMT

Update: I must have had something wrong in the HTML first time round as this is now working.

Email Template

andy — Mon, 30 Sep 2013 12:47:38 GMT

I have a custom field in the ItemService table called URL. It's for entering the URL of a link to download a brochure.

Is it possible to insert this into an email template, but hide the link and label it 'Download'?

I have tried using the standard link button on the template editor and editing the HTML.

Thanks.