Method Community

I am trying to display the customers first name in a email but Customer.FirstName does not populate the correct value of the customer but instead leaves it as "Customer.FirstName" in the email, what am I doing wrong?

also where can i find "character function" screen?

Hi Saad,

'Character Function' Is not a screen itself, but rather an Action you can call from within the Screen Designer (customizer) You'll need to call upon this action to replace any Merge fields on your templates, with their corresponding values from the Table.

What was this email Template for? Where were you trying to call it from? Let me know and we can build this one out together Saad.

Regards,

Ben

Hey Ben, So I figured out the character function problem but now I am having trouble grabbing the correct information from the table. So what I am trying to do is create a custom email template for Estimates, so that when one of our staff creates a Estitamte, this will also generate a PDF report which can be emailed to the customer. So when they click "Save & Email" I want the email to grab the customers first name and place that into the body of the email and then the customers company name in the subject line. I have added a character function but I am confused about the "Locate Using RecordID" field because it is grabbing the wrong name.

Hi Saad,

Looks like you've been speaking to one of our Reps over Live-Chat, so I have a little more info for you here.

The reason the Customer.Firstname is populating with the wrong value is because of the way the 'Locate Using Record ID' part of your character function has been set up.

This Action is the problem - 

Set up like this, the action is Taking the current Active Record ID of the Estimate and assuming that the Same ID corresponds to the Customer.RecordID, but these are two separate - unrelated tables (or atleast their RecordID's are) - and you are going to get random results. 

The Easiest Fix - Add the Customer.FirstName field as a Linked field to the Estimates Table, and then use the value contained here as your Replace Merge field action (ie. take the value from Estimate.FirstName - rather than Customer.FirstName)

If you would prefer not to do this, there are other ways to achieve the same result, but they require a little more effort to get up and running.

Regards,

Ben

Thanks Ben, creating a linked field seems to the fix the problem. And one more question, which character function would I need to add in order to dislpay a users email signature on the email template? 

Hi Saad,

No worries at all - glad to hear it worked.

To replace the Users.EmailSignature Field, you'll need to first do a Retreive Value from Table action which pulls the current Users Email Signature from the Users Table. It should looks something like this ;

Notice the Output Here is an Action Result - You'll use this Action Result to replace the Merge field for Users.EmailSignature.

Hopefully this clears things up, but if you need further clarification let me know and Ill be happy to assist!

Thanks Saad.

Regards,

Ben 

Hey Ben, what do you mean by "replacing the merge field for Users.EmailSignature." ?

Do I type in Users.EmailSignature at the end of the email template or something else? because Users.EmailSignature is not working. 

thanks.

Hi Saad,

Thats Correct, you'll type Users.EmailSignature at the end of your existing Template, and then on the screen calling the template (ie. you estimate screen) You'll need to add a Character Function that looks something like this;

Let me know if this works for you!

Thanks Saad.

-Ben

the emails are still showing Users.EmailSignature, 

so first I have added the "retrieve value from table" action and then added the "Character Function" to the "Properties for 'Save & Email'" step 2 of 3: Button Actions

I am unsure of how to add images to this post but I have sent you an email with the attached pictures.

thanks. 

Hi Again Saad,

Thats for the Screenshots - Ive taken a look at the whole action set in your account and I can see whats going wrong here.

Firstly - Your Character Function for the Users.EmailSignature action is contained After the Send Email action - It will need to be before the send email to make sure the merge takes place. For Reference, the 'Send Email' action is action sequence 46 in your account.

Second, the Character function itself. You'll need to be using the Action Result that you are using for the Email Body to replace merge fields (ie. what is in 'Body' in the Send Email Action - which in Your case is the Action Result called resultEmailBodyContact). In your Account specifically - The character function for merging the Email signature should look exactly like this;

Thanks Saad,

-Ben

Hey Ben, I have moved the character function and also the retrive value from table actions before the "send email" action, it still isnt replacing the merging field. Im not sure why its not working, is there something wrong with the settings?

thanks Ben.

Hi Saad,

Ive sent you an email with some further notes.

-Ben