+ Start a Discussion
Manish Anand 22Manish Anand 22 

Get the field values from the grandchildren records on the email template used in the workflow on the parent

I have a workflow rule on Opportunity which sends an email alert. Email template currently being used is text email template. Opportunity->Proposal->Proposal Line item. We have a field BillingCycle on PLIs and we want billing cycles of all the PLIs for an opportunity to be included in the email notification sent out when this workflow rule is fired.
How we can achieve it?
SAKTHIVEL MSAKTHIVEL M
Hi Manish,

As per your requirement, this is not possible to get the grandchildren information using the workflow with email template. 
This you can achived for the following ways:

-create a Custom Apex trigger to call the email template and embeddged your logic.
-other way, create a visualforce email template to build your logics in the controller and call the visualforce page template in your workflow/process builder.


Thanks & Regards,
Sakthivel Madesh