Email template / text macro questions
I have a question that I am hoping someone can help me with.
We have a button in Salesforce that is used for sending an email to the Account team. When you click the button, it loads a page that pre-populates with a Salesforce email template.
I'm able to get the Skuid page working for the email portion, and I am able to get the relevant To, From, CC, etc information from the Case model.
However, I ran into difficulty when I tried this:
Is there a best way to handle something like this? I'm basically looking to be able to pre-populate the body of an email with contextual information from a case, but I may have several templates I need to work with.
Thanks!
We have a button in Salesforce that is used for sending an email to the Account team. When you click the button, it loads a page that pre-populates with a Salesforce email template.
I'm able to get the Skuid page working for the email portion, and I am able to get the relevant To, From, CC, etc information from the Case model.
However, I ran into difficulty when I tried this:
- I added a model called EmailTemplate, where the condition is set to a specific email template ID.
- I set the body of the UI Only model (for the email) to lookup that EmailTemplate model and set it to the template body.
- Upon loading the page, I see the template in the body (great!) but it doesn't handle the Salesforce merge fields
- It looks like this:
Is there a best way to handle something like this? I'm basically looking to be able to pre-populate the body of an email with contextual information from a case, but I may have several templates I need to work with.
Thanks!
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Comments
That's going to be pretty tricky. You're probably better off re-creating your template in Skuid with a richtext component or a ui-only formula field instead of asking skuid to parse the salesforce fields withing the existing template.
If I change the UI model to a single value, instead of a lookup of another model and paste in the template I want to use, it strips all of the carriage returns and line feeds so it's just one long run on sentence.
For anyone else who needs it. I followed this originally to get where I was at the beginning of the thread: https://community.skuid.com/skuid/topics/skuid-page-for-send-an-email
Once I got there I wanted to set a default value based on pre-defined text. As Matt pointed out above it was tricky, so I've basically done this:
To send the email I open a popup, so I added a javascript snippet action that runs prior to opening up the popup.
var field = arguments[0];
var value = arguments[1];
var template = 'Say hello to
multi-line
strings!';
var model = skuid.model.getModel('Email');
var row = model.getFirstRow();
model.updateRow(row,{Body: template});
The
is important, because if I set the pre-defined value of "Body" in the UI model, it returns as one giant line. Thinking about it as I type this, I could maybe do
inside the pre-defined value, but I know in the future I will want several templates to select from.
Last thing I need to do is make sure I can use merge fields in the template, but I suspect at most I'll have to load the case model and just get the values.
Hopefully that helps someone else.