Email template

Ask the Community Get Answers
1

We regularly email our users with common questions.
I have a table containing two fields - name and html text.
I want to refer to these fields to place the html text into the body of a emails we send to our users.

The html text is not regularly changed, but how do I insert this into emails that are triggered by the system?

I add a drop down box into my email form which shows the name of the html text, but how do I look up the full html text from the field I choose and then place this into the form to send ?

Many thanks,
Piers

2

Hi Piers,
on the record type that the email is sent from you need to add a text formula field that pulls in the HTML.

You may need to add a step that saves the form (creating the connection to the record with the HTML and pulling it through) and then a second action that issues the email. This could be done with an auto-submitted form. There’s a bit in here about auto-submitting forms; let me know if that isn’t clear.

Hope that helps!