Hi Community!
I'm working on the process with an email message base on feed notification.
If the user is mentioned on feed message, notification is created - that starts my process. The process reads info about the message and sends an email. My question is if it is possible to add a link in the email message to the record? For example, I can add info to feed on Lead record and in email message user will receive a link to this lead
In message/comment object there is filed Object instance but I'm facing an error in the custom message template for add link function "There is no entity for column section". I'm not sure how to work with this feature.
Any idea?
BR Paulina
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Hi Paulina,
Please build the process like on the screenshot below:
and also add the text parameter called LinkParameter in its properties:
The value for the parameter should be set in the formula value and you need to use the following formula:
"https://o_drobina.tscrm.com/0/Nui/ViewModule.aspx#CardModuleV2/"+[#Read Schema.First item of resulting collection.Name#]+"PageV2/edit/"+[#Read Message.First item of resulting collection.Object instance#]
where o_drobina.tscrm.com should be replaced with your application name.
The idea here is to read the object schema name where the feed message was left using the "Read Schema" process element:
and as you can see we compare the UId from the "Schema" object with the "Schema" value that we read from the "Read message" process element (the "Read message" element has the following configuration):
And also we read the link to the record from the "Read message" element and use it in our formula ([#Read Message.First item of resulting collection.Object instance#]).
As a result when using the following template in the "Send email notification" process element:
we receive this email when adding the feed message to a lead record:
So you can test the following approach on your end and you will be able to send email notificaitons as well.
Best regards,
Oscar
Hi Paulina,
Please build the process like on the screenshot below:
and also add the text parameter called LinkParameter in its properties:
The value for the parameter should be set in the formula value and you need to use the following formula:
"https://o_drobina.tscrm.com/0/Nui/ViewModule.aspx#CardModuleV2/"+[#Read Schema.First item of resulting collection.Name#]+"PageV2/edit/"+[#Read Message.First item of resulting collection.Object instance#]
where o_drobina.tscrm.com should be replaced with your application name.
The idea here is to read the object schema name where the feed message was left using the "Read Schema" process element:
and as you can see we compare the UId from the "Schema" object with the "Schema" value that we read from the "Read message" process element (the "Read message" element has the following configuration):
And also we read the link to the record from the "Read message" element and use it in our formula ([#Read Message.First item of resulting collection.Object instance#]).
As a result when using the following template in the "Send email notification" process element:
we receive this email when adding the feed message to a lead record:
So you can test the following approach on your end and you will be able to send email notificaitons as well.
Best regards,
Oscar