I am wanting to send an email as part of an automated process, where a quote is provided. The quote data will come from the Opportunity and the Products within that, but the issue I need to solve is; how can I create an email which will allow multiple dynamic rows to be included in the email body.
Say I have 5 products in the opportunity, I need those 5 products to be displayed in a table form. Is this possible? If not, could I automatically create a printable, which I can then attach as an attachment to the email? Note - I am using the cloud version, which may impact things.
Alternatively, you could create it as a printable, which can have tables of related data, and attach that to the email (using Process File element in a process to generate the printable to attach to the email)
We have a custom text field Display Quote Number on the Quotation object that should show QuoteNumber-Version (e.g., QN-00045-V2). A business process is triggered on Quote modified, reads Quote Number and Version, and updates the field via Modify Data with conditions (Quote Number is filled in, Version >0). The process executes successfully, but the field either remains blank or shows partial/incorrect values (e.g., -V0), even after refresh. Formula functions like AND, STRING, ISNULL are not supported, and delays do not resolve the issue. Looking for a supported, reliable pattern in Freedom UI to populate and display a concatenated text field without custom code.
Hello, is there a way to exclude spam and virus checkers' clicks from email stats? Because sometimes it displays a huge amount of clicks for each link. It seems unreal that a contact clicked dozen times on one link.
In the mobile application, I could not find a feature for setting a reminder in an activity. Is this functionality available somewhere, or is it planned for a future release?
