cancel
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for 
Search instead for 
Did you mean: 

SAP Cloud for Customer Form Template Maintenance

sandrobunturi
Participant

on ‎06-02-2021 10:56 AM

0 Kudos

Hello I am trying to automate appointments summary reporting business process within our sales team which uses cloud for sales.

So according to their demand I need to add couple of custom fields in appointments business card, one I have already added. But problem appeared when I tested process of sending summary template with email using workflow rules. Firstly newly added field did not appear in the sent E-mail. Secondly that summary contained notes field in which I made testing input in Georgian language and it appeared like this : > ???????? Looks like it has problems with Georgian font.

Show replies
Show replies
Answer

Accepted Solutions (0)

Answers (1)

Answers (1)

Gayatri_Bagde
Active Participant
‎06-02-2021 11:07 AM

Hi Sandro,

If you want the field data to be displayed in E-mail body, you can create HTML template and add a placeholder in template, include this template in workflow and include placeholders in Placeholder section in workflow.

Also, the form template supports only a few fonts

You can refer to below Note for supported form templates

https://userapps.support.sap.com/sap/support/knowledge/en/3023486

You can enable the required font by raising an incident to SAP. Please refer below OSS for the same

https://userapps.support.sap.com/sap/support/knowledge/en/2044285

Thanks,

Gayatri

Show replies
Show replies
sandrobunturi
Participant
‎06-02-2021 2:45 PM
0 Kudos

Hello Gayatri Bagde,

Thank you for response, it really helped me.

could you also tell me or provide some documentation about how to add placeholders to HTML file for e-mail ?

thank you

Gayatri_Bagde
Active Participant
‎06-02-2021 3:06 PM
0 Kudos

Hi Sandro,

You can refer below blog for sample HTML template with placeholder and how to map the placeholder in workflow setting.

(Please refer to the section of workflow step 3 and sample HTML code at the top)

https://blogs.sap.com/2018/06/29/step-by-step-to-send-c4c-external-survey-with-email-template/

Basically, You have to create .htm file. Wherever you have to populate the data dynamically based on C4C data, put it as #<FieldName>#

In Workflow configuration, step 3-> you get a section to put a placeholder and then map it to field in C4C. Maintain the mapping in this scetion.

Thanks,

Gayatri

sandrobunturi
Participant
‎06-03-2021 8:09 AM
0 Kudos

Hello Gayatri one more time 🙂

I tried your recommendations but it still does not work, here are screenshots of code and mapping. could you tell me what is wrong ?

I am trying to send Account id with placeholder #account#

sandrobunturi
Participant
‎06-03-2021 8:11 AM
0 Kudos 

<html>
<head>
<meta content="text/html; charset=utf-8" http-equiv="Content-Type">
</head>
<body>
<p>მოგესალმებით, გიგზავნით შეხვედრის შემაჯამებელ დოკუმენტს</p>
<a href="#SURVEY75#">Please Complete this Survey</a>
<p placeholder="#<ACCOUNT>#"></p>
	<p>#<account>#</p>
<p>Customer Care</p>
	<p><input type="#<ACCOUNT>#" name="#<ACCOUNT>#" placeholder="#<ACCOUNT>#"></p>


	<p><input type="#<ACCOUNT>#" name="#<ACCOUNT>#" placeholder="#<#ACCOUNT#>#"></p>
		<p><a href="#<ACCOUNT>#"></a></p>
			<p><a href="#ACCOUNT#"></a></p>
</body>
</html>
Gayatri_Bagde
Active Participant
‎06-03-2021 8:43 AM
0 Kudos

Hi Sandro,

Please use #ACCOUNT# instead of #<account>#

I hope you have uploaded this HTML file in templates field in workflow.

Also, below code does not seem to be correct syntax for adding input fields

<p placeholder="#<ACCOUNT>#"></p>
<p><inputtype="#<ACCOUNT>#" name="#<ACCOUNT>#" placeholder="#<ACCOUNT>#"></p>

<p><inputtype="#<ACCOUNT>#" name="#<ACCOUNT>#" placeholder="#<#ACCOUNT#>#"></p>

You can refer to any help blogs/tutorials for creating HTML files. File should be syntactically correct.

Below could be sample HTML file for your test.

<html> <body> <p>Placeholder = #ACCOUNT# </p> </body> </html>

Once you create HTML file locally, you can open it in browser. It should display the response which you are expecting to send to the customers (Excluding placeholder data as placeholder would get populated based on configuration in workflow)

Can you try with the above file contents. save it with .html extension and test the scenario?

Thanks,

Gayatri

Ask a Question