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In Email Template, how to display record's detail/sub table?

Hi Community,

 

In Email Template, how to display record's detail/sub table?

 

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Hello Fulgen, 

 

Could you please elaborate a bit on your business task or provide us with a screenshot displaying what functionality should be achieved?

Thank you in advance!

 

Best regards,

Anastasiia 

Anastasiia Zhuravel,



Hi,

 

On Case creation we are sending email to some CRM user. This  Case record has detail/sub table. We wanted to include the records on this detail/sub table to the email template, in email template we can show Case fields using Macro, how we can retrieve detail/sub table also using macro?

Hello Fulgen,

 

If you are doing this through a business process you can read the data from that sub table using a filtering condition that would look like:

"Select records from "Sub table" where the subTable.record.caseId equals to the Id of the current case"

 

Basically it's the same condition used to filter the records that will be displayed in the detail.

 

And once you have the information of those records you can pass it to the email macros.

 

If you need further assistance on how to customize your business process please send us an email to support@creatio.com and we will be able to assist you further on this matter.

 

Best regards,

Dariy

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