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AndyPandyAndyPandy 

Checkbox Values Not Displaying in Email Template

Hi All,

 

I am attempting to create a new text based Email Template, which includes a selection of Checkbox Fields - and all I want to do is have the email show, for each field, whether the value is "Yes" or "No".  After some searching I discovered that you could create some formulas directly into the merge fields template, so I have created the following:

 

Dear (Person We Will Send This To),

Please find below the full list of courses related to {!Account.Salutation} {!Account.FirstName} {!Account.LastName}:

Advanced Meniscal Course (1 Day): {!if(Surgeon_Education__c.Advanced_Meniscal_Course_1_Day__c,"Yes","No")}
Advanced Meniscal Course (2 Days): {!if(Surgeon_Education__c.Advanced_Meniscal_Course_2_Days__c,"Yes","No")}
Anatomic ACL & Cruciate Course: {!if(Surgeon_Education__c.Anatomic_ACL_Cruciate_Course__c,"Yes","No")}

 

However, where I have my formulae stating to display "Yes" or "No" - absolutely nothing is displayed for the checkbox value, it's just blank.  I have tried re-jigging the formulae, and also just adding the merge fields on their own without being part of a formula, but still no luck - I just get blanks, no idea why.  And I know for certain that some of the fields are ticked in the record, and some are not, so there should be something showing (and besides, everything should be either "Yes" or "No" - nothing should be blank).

 

Could anyone help to enlighten me - we're really hoping to get this up and running ASAP.

 

Cheers,

 

Andy

 

Bala Gangadhar VadlamuriBala Gangadhar Vadlamuri
Dear Andy,

I understood that you are using this template to send an email through either Workflow or porcess builder. if so you have created them through Account object, so that account record will be feched and all the three fields will be fill, but if you dont have relation between Account and Surgeon_Education__c objects Surgeon_Education__c fields will not be fetched. Your formula is correct but email is not fetching the data. So try to create relation between those object.

If i am worng plz tell me how you are sending the email. Your template text is correct, no corrections are needed.

Regards,
Bala
TylerBrooksTylerBrooks
Andy,

It's because you have a text template trying to run a formula when a text template can only pull the fields. Your best bet would be to try and create it in an HTML/ Visualforce email template. Or if you so choose just create another formula field with data type of text and then change your email template to return the text formula field. 

Regards, Tyler
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