Hi,
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.
Thanks for any help!
Mark
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One approach is to create your own HTML table in the process by looping through the records. A sample of that approach is outlined here: https://customerfx.com/article/emailing-a-list-of-multiple-records-from-a-process-in-creatio/
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)
Ryan