• Chrystele Benjamin
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Hello,
Could anyone help me fix the bold portion of this visualforce email template code so that any document attached to the opportunity in the Notes & Attachments section gets included in the email alert as an attachment?

<messaging:emailTemplate recipientType="Contact"
    relatedToType="Opportunity"
    subject="CSF processing request for: {!relatedTo.name}"
    replyTo="xxxx.xxxx@xxx.net" >
   
<messaging:htmlEmailBody >       
    <html>
        <body>
         <STYLE type="text/css">
               TH {font-size: 11px; font-face: arial;background: #CCCCCC; border-width: 1;  text-align: center }
               TD  {font-size: 11px; font-face: verdana }
               TABLE {border: solid #CCCCCC; border-width: 1}
               TR {border: solid #CCCCCC; border-width: 1}
         </STYLE>
                  <font face="arial" size="2">
        <p>CSF PROCESSING REQUEST</p>
        <p>Please find attached the detailed CSF for:<p/>
        <p> Opportunity:<b> {!relatedTo.name}</b>
        <br/>Account: <i><b> {!relatedTo.Account.name}</b>  </i>         
        <br/>Opp ID:<b> {!relatedTo.Opp_ID__c} </b>
        <br/>Opportunity Owner: <b>{!relatedTo.owner.name}</b>
        <br/>Operating Region: <b> {!relatedTo.xxxxxx_Operating_Region2__c}</b>
        <p/>       
       <p />
 </font>
        </body>
    </html>
</messaging:htmlEmailBody>       
       
        <messaging:emailTemplate subject="Opps Signed Documents" recipientType="Contact" relatedToType="Opportunity">
    <messaging:htmlEmailBody >
        <p>Attachments</p>
        <apex:repeat value="{!relatedTo.Attachments}" var="a">
            <p><a href="{!URLFOR($Action.Attachment.Download, a)}">{!a.Name}</a> ({!a.BodyLength} B)</p>
        </apex:repeat>
    </messaging:htmlEmailBody>
Hello,
Right now, when viewing my opps in a kanban view, each card shows the first 3 fields selected in my view display. I'd need to show one more important field in the cards, so 4 fields total.

Is this something possible to do?

Thanks,
CB
Hello,
Is there a step by step guide somewhere on how to create a master detail relationship? I've been searching high and low but can't find anything.

I created a custom object and know that it's recommended to create the master detail relationship before creating any other fields, but I can't find the option to create it.

Any tip will be greatly appreciated.
Thanks,
CB
Hello,
Could anyone help me fix the bold portion of this visualforce email template code so that any document attached to the opportunity in the Notes & Attachments section gets included in the email alert as an attachment?

<messaging:emailTemplate recipientType="Contact"
    relatedToType="Opportunity"
    subject="CSF processing request for: {!relatedTo.name}"
    replyTo="xxxx.xxxx@xxx.net" >
   
<messaging:htmlEmailBody >       
    <html>
        <body>
         <STYLE type="text/css">
               TH {font-size: 11px; font-face: arial;background: #CCCCCC; border-width: 1;  text-align: center }
               TD  {font-size: 11px; font-face: verdana }
               TABLE {border: solid #CCCCCC; border-width: 1}
               TR {border: solid #CCCCCC; border-width: 1}
         </STYLE>
                  <font face="arial" size="2">
        <p>CSF PROCESSING REQUEST</p>
        <p>Please find attached the detailed CSF for:<p/>
        <p> Opportunity:<b> {!relatedTo.name}</b>
        <br/>Account: <i><b> {!relatedTo.Account.name}</b>  </i>         
        <br/>Opp ID:<b> {!relatedTo.Opp_ID__c} </b>
        <br/>Opportunity Owner: <b>{!relatedTo.owner.name}</b>
        <br/>Operating Region: <b> {!relatedTo.xxxxxx_Operating_Region2__c}</b>
        <p/>       
       <p />
 </font>
        </body>
    </html>
</messaging:htmlEmailBody>       
       
        <messaging:emailTemplate subject="Opps Signed Documents" recipientType="Contact" relatedToType="Opportunity">
    <messaging:htmlEmailBody >
        <p>Attachments</p>
        <apex:repeat value="{!relatedTo.Attachments}" var="a">
            <p><a href="{!URLFOR($Action.Attachment.Download, a)}">{!a.Name}</a> ({!a.BodyLength} B)</p>
        </apex:repeat>
    </messaging:htmlEmailBody>
Hello,
Right now, when viewing my opps in a kanban view, each card shows the first 3 fields selected in my view display. I'd need to show one more important field in the cards, so 4 fields total.

Is this something possible to do?

Thanks,
CB

Hi All,

 

I want to send an email with the selected Attachment from Notes and Attachment related list....

 

i.e. i have some file inside Notes and Attachment related list.. and i want to select one file out of them.. and want to email that with some template.. please let me kow how can i do that...

 

 

Thanks