Method General Q & A

Re: Report Designer, with HTML text. Form Letter Design

Method_Ben — Fri, 23 Jun 2017 16:02:55 GMT

Hi TroyW,

Glad to hear you're finding your way around Method!

You can find out more about the Character Function (Merge Fields) action HERE - Hopefully this points you in the right direction.

Let me know if you have any questions!

Thanks TroyW,

-Ben

Re: Report Designer, with HTML text. Form Letter Design

TroyW — Fri, 23 Jun 2017 15:40:15 GMT

Thanks Ben!

After creating a whole new app to demonstrate to you, what I am trying to accomplish ...I stumbled upon Email Templates, and decided that I might be better served to generate a form letter from there.

The problem I was having...is addressed by mailmerge and character functions.

Can you point me to a reference for MailMerge/Character Functions? I've browsed the help center tutorials...but that doesn't go too deep into the mechanics.

Thank you again!!!

Re: Report Designer, with HTML text. Form Letter Design

Method_Ben — Wed, 21 Jun 2017 19:44:34 GMT

Hi there TroyW,

Thanks for posting! Can you let me know the name of your account, as well as the Screens in Method you are using to generate this report? I'd like to take a look at what you've got so far so I know how to direct you here.

Feel free to email me directly at success@method.me - referencing this forum post - If you'd prefer to chat that way :)

Thanks TroyW!

-Ben

Report Designer, with HTML text. Form Letter Design

TroyW — Fri, 16 Jun 2017 16:16:41 GMT

Hi.

I'm new, and trying to create a form letter with the CRM and Report Designer.

I'm attempting to use a HTML input field for the letter body. This works fine, except for the dynamic fields. Anything like [opportunity.contactsName] is ignored by the report generation and prints static, unlike if I use regular text fields. If I use regular text though...I of course get HTML markup printed.

I'm guessing I need some sort of 'escape' character if this is to work at all. The idea is that the office personell will be able to update the form-letter details, formatting, etc from within the CRM console and not have to dig into the Report Designer to make changes.

I'd also like to access the field formatting for variables inside the HTML. That may be a tall order. Is there a way to collect the variables/fields to the designer, format them (ie date display formatting) and then have other fields reference them locally?

Thanks!