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MaryaMarya 

Visualforce Email Template - Display filtered Opportunty Report

I'm new to developing for SFDC.  What I am trying to do is create an email report that we can send to our customers showing all of their purchases that have an upcoming contract end date (to encourage renewal). 

 

I have the basic visualforce template created, but what I don't know how to do is:

  • Filter results to only show opportunities that are "Closed Won"
  • Filter results to only show opportunities with Contract End Date (ContractEndDate__c) within the last 30 days AND next 60 days (ie last month and next two months)
  • Sort results by Contract End Date

 

Any help is greatly appreciated.  Thanks!

 

<messaging:emailTemplate subject="Your license summary" 
recipientType="Contact" relatedToType="Account">


<messaging:htmlEmailBody >
    <html>
        <body>
        <style type="text/css">
            table {width: 500px;border: solid #CCC 1px;}
            th {font-family: Arial, Helvetica, sans-serif;font-size: 11px;background-color: #CCCCCC;text-align:left;}
            td {font-family: Arial, Helvetica, sans-serif;font-size: 11px; border:dotted #ccc thin;}
            tr {border: solid #CCC 1px;}
            td.end-user{text-align:center;border:none;}
            td.spacer{background-color:#ccc;; height:3px;}

        </style>

        
        <table  cellspacing="0" cellpadding="0" align="center">
  <tr>
    <th scope="col">Exp. Date</th>
    <th scope="col">AV#</th>
    <th scope="col">PW</th>
    <th scope="col"># of Licenses</th>
    <th scope="col">Product</th>
  </tr>
  <apex:repeat var="opp" value="{!relatedTo.Opportunities}">
  <tr>
    <td>
    <apex:outputText value="{0,date, MMMM d', 'yyyy}">
    <apex:param value="{!opp.ContractEndDate__c}"/>
    </apex:outputText>
    </td>
    <td>{!opp.License_AV__c}</td>
    <td>{!opp.License_Password__c}</td>
    <td><apex:outputField value="{!opp.NumberofLicenses__c}"/></td>
    <td>{!opp.Product__c}: {!opp.Product_Type__c}</td>
  </tr>
  <tr>
    <td colspan="5" class="end-user"><br />
    {!opp.End_User_Company__c} | {!opp.End_User_First_Name__c} {!opp.End_User_Last_Name__c} | {!opp.End_User_Email__c} | {!opp.End_User_Phone__c}</td>
  </tr>
  <tr>
    <td colspan="5" class="end-user">{!opp.End_User_Address_1__c} {!opp.End_User_Address2__c}, {!opp.End_User_City__c}, {!opp.End_User_State__c}, {!opp.End_User_Zip_Code__c}
    <br />
    </td>
  </tr>
  <tr>
    <td colspan="5" class="spacer"></td>
  </tr></apex:repeat>
</table>
</body>
</html>
</messaging:htmlEmailBody>
</messaging:emailTemplate>