You need to sign in to do that
Don't have an account?
Luison Lassala 13
Custom object does not show up on "Related to" for testing Emails
Hi,
I have a link custom object called "Registrations" which links a Contact with a Course (another custom object) on a many-to-many relationship.
So Registration is the child object for Contact, and Course is the lookup object when creating a new Registration.
I want to send Emails to Contact showing which Course they are booked into (not a problem, as I can specify the Course on the "Related to Record:" look-up. But I need to specify the Registration instead, so that I can display merge fields from the Registration object on the Email.
There is no problem inserting Registration fields on the Email or the Template (the field chooser includes all the fields from Registration) but what I not allowed to do is to choose a specific Registration record - so when the email is sent (or tested) all the fields from Registration are blank.
Any ideas greately appreciated.
Luison
I have a link custom object called "Registrations" which links a Contact with a Course (another custom object) on a many-to-many relationship.
So Registration is the child object for Contact, and Course is the lookup object when creating a new Registration.
I want to send Emails to Contact showing which Course they are booked into (not a problem, as I can specify the Course on the "Related to Record:" look-up. But I need to specify the Registration instead, so that I can display merge fields from the Registration object on the Email.
There is no problem inserting Registration fields on the Email or the Template (the field chooser includes all the fields from Registration) but what I not allowed to do is to choose a specific Registration record - so when the email is sent (or tested) all the fields from Registration are blank.
Any ideas greately appreciated.
Luison
Please mark as best answer and do not miss giving a KUDOS
All Answers
Please mark as best answer and do not miss giving a KUDOS