Email Template

[Former Member]

Hi Guys,

Has anyone an Documentation to build an Email Template in ByD?

Regards Manfred

[Fcanalli]

Hi Manfred,

I'm not sure if this is what you are looking for. Hope it helps you.

1. Go to Application and User Management  work centre.
2. Navigate to Form Template Maintenance View.
3. Show Active Forms and click Go.
4. Select any output document(Example: Purchase Order).
5. Go to Actions from the drop-down select Create E-mail Template.
6. Select HTM/HTML file which can be used as an e-mail template and click Ok.

Note : The System only supports HTM/HTML file format uploads as E-mail Template.

Best Regards,

Fabio

[Former Member]

Thanks.. But i need a documentation regardig the fields i.e to import a Customer Id in the HTML File

Regards Manfred

[Former Member]

Manfred,

Download and extract the XML schema used in the Form Template.

To retrieve data from the XML, use the following structure:

Enclosed in square brackets ("[ ]"), with a dash ("-") to separate the XML hierarchy elements.

For example, the below would be used in the e-mail which contains a Customer Invoice, within a span tag.

<span>[CustomerInvoice-BillFromParty-FormattedAddressDescription]</span>

Note that it's not always self-explanatory. For example, this is an address line for a Sales Order e-mail. Note that it starts with "FormPurchaseOrder...", which is why you do need to look at the XML schema.

[FormPurchaseOrder-ProductRecipientParty-FormAddress-FirstPostalRegulationsCompliantAddressLine-Description]

[Former Member]

Hi Dan,

This  is useful, thanks.

Can any field used in the Form Template be included in the email text in this manner?

Regards,

Eelco

[Former Member]

I think so...

[Former Member]

Eelco,

Yes, but be careful, as if the field does not contain a value, the e-mail template has some very strange behavior (it will either just appear as the raw field path text, or it sometimes will find the value of another field).

So make sure you only use fields that you're certain will have a value.

[Former Member]

Thanks Dan!