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  • Chrystele Benjamin
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SOLVED
9 replies

Opportunity's Notes & Attachments into email template

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>
6 replies

How to add more fields to a kanban card

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
1 replies

is there a step by step guide somewhere on how to create a master detail relationship?

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
SOLVED
9 replies

Opportunity's Notes & Attachments into email template

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>
6 replies

How to add more fields to a kanban card

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
18 replies

Is there any way to send an Email with Attachment??

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