Sugar crm templates

I looked through both of those files and can begin to see what might need changing, but if you wouldn't mind pointing out the functions that need modification I'd really appreciate it. Then, in EditView. To make these changes upgrade safe, you need to copy EditView. Please follow below thread to override EmailTemplate bean class. How to override bean class in EmailTemplate? Thanks very much for the really detailed instructions. If you wouldn't mind, I'm having some trouble putting it all together:.

I've copied over the EditView. In Sugar, I'm now able to see 'Opportunities' in the drop down list for Email Templates, but it doesn't have any selectable fields no big deal. But the same error messages are thrown as before. Any insight into what I've done wrong? Again, thank you very much for your help with this. I overridden the email template bean and it worked fine.

Please follow the below steps to override bean class. Give quick repair and rebuild and check if you are able to see Opportunities related fields in Email Template. I've finally had time to implement your suggestions on a fresh development instance on 7.

The received email still has the variable names in the body or subject. The following sections introduce each email template that is available in Sugar to help you better understand which template to use based on your use case. Create a campaign email template for a mass email marketing campaign performed via the Campaigns module.

The content of this template is what the campaign targets will receive in their email inbox. Campaign email templates can be created by any user with access to the Campaigns module and are commonly created by sales and marketing users for communicating with customers. To create a campaign email template, select "Create Email Template" from the Campaigns module tab's actions menu: Alternatively, use the Campaign Wizard to create an email campaign, and then click "Create" next to the Email Template dropdown in the Marketing step:.

After creating a campaign email template, it will be displayed in the Email Template dropdown of the Campaign Wizard:. For complete details on how to create campaign email templates and use them in email campaigns, please refer to the Campaigns documentation. Workflow email templates are used to transmit a message when a related workflow is fired from the Workflows module.

Only administrator users may create and edit workflow email templates. Workflow email templates are module-specific, and will therefore only appear as a custom template option for workflows that are created for the same module. To use the template in a workflow, create an Alert component and choose "Custom Template" from the Source Type dropdown. This will reveal the target module's Custom Template selector:. For complete details on how to create workflow email templates and use them with workflow definitions, please refer to the Workflow Management documentation.

Only administrator users may create and edit process email templates. The Favorites menu displays the list of templates you most recently marked as favorites in the module. To access the Process Email Templates module or module tab, you must also be a System Administrator user or a regular user with a role that provides developer access to one or more modules.

For more information on module tab menus including other reasons a module may not be included in the menu, see the User Interface documentation. The Record Actions menu to the far right of each record's row allows you to perform actions on the individual process email template record directly from the list view. The template's record view displays the fields relevant to the Process Email Templates module. To access a template's record view, simply click a hyperlinked template name from the Process Email Templates list view.

The record view's Actions menu appears on the top right of the page and allows you to perform various operations on the current record. The following links will open specific sections of the User Interface documentation where you can read about views and actions that are common across most Sidecar modules. The Viewing Records section describes various methods of viewing process email template records, including via the Process Email Templates list view and record view and the Recently Viewed menu in the Process Email Templates module tab.

For information on viewing the content of a template's message, please refer to the Designing Process Email Templates section below. The Editing Records section describes the methods of editing existing process email template record fields: inline via the Process Email Templates record view, in full edit mode on the record view, and inline via the Process Email Templates list view.

For information on editing the content of a template's message, please refer to the Designing Process Email Templates section below. Field Description Assigned To The Sugar user assigned to the process email template Date Created The date the process email template record was created Date Modified The date the process email template record or its content was last modified Description A description or other information about the process email template Integration Sync ID The sync key field used by external integrations to identify Sugar records in the external application.

Note : This field is not visible in the user interface. Name A unique and descriptive name Tags User-created keywords that can be used to identify records in filters, dashlets, and reports Note : For more information on creating and using tags, please refer to the Tags documentation. Target Module The module against which the template's processes will be defined.

Bold; Italic; Underline; Strikethrough Use these basic font formatting options to easily add common styles to text in the message body. Text Color; Background Color Choose a custom font color or highlight text with a background font color. Font Size Make text larger or smaller.

Fields Selector Look up and insert Sugar module field variables. For more information, see the Fields Selector section below. Record Link Selector Look up and insert a hyperlink to a Sugar record related to the process's target record. For more information, see the Record Link Selector section below. Menu Item Description Preview Preview this email template in the intelligence pane Design Navigate directly to the template's design view, where you can create and edit the message's content Edit Edit this process email template Export Download a copy of this template to your computer as a.

Menu Item Description Edit Edit this process email template Design Navigate directly to the template's design view, where you can create and edit the message's content Export Download a copy of this template to your computer as a.

While the generic menu options are described in the User Interface sections linked to the left, the options specifically available in the Process Email Templates list view are described in the List View Record Actions Menu section of this page. While the generic menu options are described in the User Interface sections linked to the left, the options specifically available in the Process Email Templates record view are described in the Record View Actions Menu section of this page.

Favoriting a process email template record allows you to easily access it from list views and the Process Email Templates module tab. Sharing Process Email Templates The Sharing Records section provides instructions for the Share option in record view, which composes an email with a link to the process email template record.

If the recipient is logged into Sugar, clicking the link will bring them directly to the record view. The Sugar user assigned to the process email template. The date the process email template record was created. The date the process email template record or its content was last modified. A description or other information about the process email template. The sync key field used by external integrations to identify Sugar records in the external application.

User-created keywords that can be used to identify records in filters, dashlets, and reports Note : For more information on creating and using tags, please refer to the Tags documentation.

The module against which the template's processes will be defined. Button s.