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Amitkumar15Amitkumar15 

Email Template Mergre Issue

 I have 2 related list in opportunity say R1 and R2.

 

In email template for R2 i have to merge fileds from R1...

 

Any help on this??

Sonam_SFDCSonam_SFDC

Hi Amit,

 

I understand that both r1 and r2 have a relationship(lookup)  with Contact and therefore exist on Contact page as related list.

 

In order to have R1's field on email template created on R2 - you will have to have a relationship between R1 and R2

 

For example:

On a contact - I have Case and Purchase (custom object) as two related lists

 

I would be able to create an email template with Contact fields on Case or Purchase and these fields will be populated when I select this template to send a mail from say case or Purchase Object

 

Hope this helps!

Amitkumar15Amitkumar15

Thank you  Sonam for your respone.

 

In my case there is no relation between R1 and R2. I have Opportunity having two related list partner and extension.

and on extension object email template i have to merge field which is name from Partner.

 

Any suggestion can you please give to achieve this?

Sonam_SFDCSonam_SFDC

Hi Amit,

 

This would not be possible through simple email template and merge fields but  you can definitely explore Visualforce email templates :

 

Go through the following links to understand these templates better:

http://www.salesforce.com/us/developer/docs/pages/Content/pages_email_templates_creating.htm

Sample Visualforce template:

http://apexdevnet.com/page/VisualForceEmailTemplates_sample

 

Hope this helps!