This topic contains 2 replies, has 0 voices, and was last updated by tgrimm 9 years, 2 months ago.

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  • #5487

    houdekb@thevillages.com

    Hello,

    I have a workflow designed to create a button on sales order forms that sends an email alerting the sales team of the sale. This is working great and I even have it popping an error message if the sales order is saved without a sales rep listed as primary. my template looks like:

    Order #: ${transaction.custbody_master_so_number}

    Customer Number: ${transaction.entity}

    Year: ${transaction.custbody_year}

    Make: ${transaction.custbody_make}

    Package: ${transaction.custbody_package}

    Power: ${transaction.custbody_electricorgas}

    Custom Cowl: ${transaction.custbody_custom_cowl}

    Color: ${transaction.custbody_factory_paint},${transactio n.custbody_custom_paint}

    BD: ${transaction.custbody_build_date}

    TD: ${transaction.custbody_target_delivery_date}

    Salesperson: ${transaction.salesRep}

    So far, everything is working correctly but I can not figure out a way to:

    1. Show the first line item of the sales order?

    2. Show any additional sales reps on the order?

    Thank you in advance for your time.

    Brent
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  • #5488

    houdekb@thevillages.com

    This worked. Thank you NS Support!

    Salesperson:

    ${st.employee}

    The code must be entered while on HTML/source code mode of the Email Message or Email Template Editor.

    To switch to HTML/Source Code mode of an editor, click the DIV icon (first icon of the toolbar) then paste the content above. click the DIV icon again to switch to normal mode and add the content you need.

  • #5489

    tgrimm

    Have you also discovered how to show just the first line item of the transaction? I believe it can be accomplished using item_index. let me know if you need assistance.

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