Rules inside email templates

Has anyone tried calling a rule from inside an email template?
It seems like everything has to be passed in from the workflow to the template. I'm wondering if I can call a rule from inside the template itself to get the data.
Thanks!!

From our experience we found that calling rules from email templates doesn't work. It doesn't give any error but it doesn't work.

Similar Messages

Using rules in email templates

I want to define a <Variable> in an email template and assign a value of a <rule> to it.
<?xml version='1.0' encoding='UTF-8'?>
<!DOCTYPE EmailTemplate PUBLIC 'waveset.dtd' 'waveset.dtd'>
<EmailTemplate name='Foo Template' smtpHost='$(smtpHost)' fromAddress='[email protected]' htmlEnabled='true'>
<Variable name='fullName'>
 <rule name='build full name'>
 <argument name='firstname' value='$(userView.global.firstname)' />
 <argument name='lastname' value='$(userView.global.lastname)' />
 <argument name='nameprefix' value='$(userView.global.nameprefix)' />
 </rule>
</Variable>
<subject>$(fullName)</subject>
<body>$(fullName)</body>
<MemberObjectGroups>
 <ObjectRef type='ObjectGroup' id='#ID#Top' name='Top'/>
</MemberObjectGroups>
</EmailTemplate>Using block traces shows the rule itself is never called and a return value NULL is used thus setting the <Variable> fullName to null. Is it supposed to skip rule execution like this?
I am using IDM 6.0 SP1.
cheers,
thomas

greenfan88 wrote:The Email template is just a template any variable value setting has to be done outside.This is not true for 6.0 and later versions. Replace the <Variable> block above with the code below and the fullname variable is set correctly within the email template.
<Variable name='fullName'>
 <concat>
 <ref>lastname</ref>
 <s>, </s>
 <ref>firstname</ref>
 <ref>thePrefix</ref>
 </concat>
</Variable>It seems just rules are not run and I am still wondering whether this is the expected behavior of 6.0 and later or I missed something?

Images in Email Template

Images in Email Template
I created an email template and inserted two images in the body of the email.
The images were uploaded to the server. Once uploaded, the images were placed inside the body of the email. When the email was opened inside my email client, the images did not appear.
Has anyone been able to successfully insert an image (or file attachment) in an email template and have it appear properly in their email client?

Hi David -
We use images in email without issue, but we don't include the actual images in the emails. We store the images on an internal web server and simply reference the images stored there. That web server is on a list of "trusted" servers so the images automatically load for our users (Our settings are that "untrusted" links to images are not automatically loaded in Outlook). I actually do the same thing with a style sheet that all of our email templates reference. That way I can globally

How to pass more than one email address in email template

Hi all.
I need to pass email address list in TO field of email template.I passed the list with comma delimeter but even though mail is trigerring only to the first email address in the list...
If any one come across this please mail me...
It is bit urgent....
Thanks in advance....

Hi Thanks for your reply.
No there is no space between two mail ids and also i tried by hardcoding the email id's in TO field even though mail is not triggering....
Through rules i am pasisng the notifer list.Just i am calling the rules in variable and passing that variable in TO field....
Is there any other way to solve this problem...

Site Templates vs Email Templates

Question:
I've recently had a little grief with email campaigns. A customer wanted to be able to track how many people clicked on the links in their first email campaign, but because the links were in the template (a site template) the links weren't trackable.
Does anyone know if there is a difference between the email and site templates. Would the BC link tracking have worked if I had used the email template?
Answer:
The links from the template do now have tracking appended to them. Only the links inside the campaign body will be tracked. That's just how BC rendering engine works I suppose.

bump . . . (or at least can flex/flashbuilder4 experts suggest how they "start" a project -- do you build all the graphics/look and feel from scratch or do you do all the customization in flex .css or do you primarily use flex to build only component(s) with the images etc built in html?)

Can no longer select text in email template or read only field with mouse using IE or Firefox?

Hi Guys,
I can no longer select text in email template or read only field using my mouse in IE or Firefox anymore. We are using CRM 2011 rollup 18 applied with IE 11 and the latest version of Firefox. We only applied roll up 18 in Feb when this issue began.
Thanks
Dave
David Kelly

When you have a problem with one particular site, a good "first thing to try" is clearing your Firefox cache and deleting your saved cookies for the site.
(1) Bypass Firefox's Cache
Use Ctrl+Shift+r to reload the page fresh from the server.
(You also can clear Firefox's cache completely using:
orange Firefox button ''or'' Tools menu > Options > Advanced
On the Network mini-tab > Cached Web Content : "Clear Now")
(2) Remove the site's cookies (save any pending work first) using either of these. While viewing a page on the site:
* right-click and choose View Page Info > Security > "View Cookies"
* Alt+t (open the classic Tools menu) > Page Info > Security > "View Cookies"
Then try reloading the page. Does that help?
These features rely on JavaScript, and it sounds as though you have scripting enabled if you get (the wrong) color changes. Some add-ons might alter the way scripts operate, so a standard diagnostic to bypass interference by extensions (and some custom settings) is to try Firefox's Safe Mode.
First, I recommend backing up your Firefox settings in case something goes wrong. See [[Backing up your information]]. (You can copy your entire Firefox profile folder somewhere outside of the Mozilla folder.)
Next, restart Firefox in Firefox's Safe Mode ([[Safe Mode]]) using
Help > Restart with Add-ons Disabled
In the dialog, click "Start in Safe Mode."
If those features work correctly, this points to one of your extensions or custom settings as the problem.
To also disable plugins, you can use this page:
orange Firefox button ''or'' classic Tools menu > Add-ons > Plugins category
Any change?

I would like to find out how I can setup my Mac Air to allow me to have an email template open up in Outlook instead of Mail when I click on an email address on a website.

Can anyone help me with setting up my Mac Air, to allow me to have an email template open up in Outlook instead of Mail when I click on an email address on a website?

All the limits you mention 100 e-mails at a time and 500 in a four hour time frame are limitations imposed by your mail provider, not Thunderbird. Thunderbird places no restrictions on the maximum number of recipients.
Have you tried turning your computer off for a few minutes?

Problem with links on email templates

Problem with links on email templates
Hi,
We have been having issues with links on our email templates. Some of the links point to the following URL:
http://server'sname/thirdparty/FCKeditor/editor/fckeditor.html?InstanceName=emailTemplatesDTO.htmlBody&Toolbar=NewscaleFCKEditorToolBar#URL
Sometimes we get “Unknown internal error” on the web page.
Can anyone help or advise on how to resolve this issue?
Many thanks,
Wesley.

Hi Wesley,
This is rather late, but we've seen the same thing frequently (and I believe can replicate it). It's caused when you a creating a new email by copying the content of an existing one with a name space in it.
Upon copying, the link gets scrambled. The approach we use is to copy the email in to a new template, then strip out all of the URL links and add them back in.
Thanks!
Ant

If/Then Logic in Email Templates (CRM 2015)

Is it possible to use If/Then logic in an email template, so that we can display certain portions of the email template, based on data from the Account record?
If not within CRM, is there an ISV product that performs this function?

Hi Talina,
Functionally, how are these e-mails sent at the moment?
You could achieve this by creating a workflow with your logic, and depending on the If's/Else's, create an e-mail message with the intended templates - then include the info you pretend on these templates.
The workflow would have to run on-demand or triggered by an event on the entities.

Why does my email template appear differently in various email programs?

I have created a CSS-style based email template using Dreamweaver CS6. The template looks great within Dreamweaver, on Internet Explorer and in Outlook 2003. However, when viewed in Outlook 2010, Hotmail and Gmail, the template is distorted. If I set my containers using pixel size, why would it be different when viewed in other email programs?
Here is my code:
<style type="text/css">
.pageborder {
width: 795px;
height: 995px;
border: medium solid #008478;
font-family: Verdana, Geneva, sans-serif;
font-size: 10pt;
margin: 0 auto;
.prodboxleft {
font-family: Verdana, Geneva, sans-serif;
font-size: 10pt;
background-color: #76c6be;
width: 370px;
float: left;
height: 164px;
border: medium dashed #008478;
margin-top: 5px;
margin-bottom: 5px;
margin-left: 12px;
.prodboxright {
font-family: Verdana, Geneva, sans-serif;
font-size: 10pt;
background-color: #76c6be;
width: 370px;
float: right;
height: 164px;
border: medium dashed #008478;
margin-top: 5px;
margin-right: 12px;
margin-bottom: 5px;
.clearing {
clear:both;
display:block;
visibility:hidden;
.pageborder .prodboxleft img {
padding: 8px;
.pageborder .prodboxright a img {
padding: 8px;
</style>
</head>
<body>
<div class="pageborder"> <center><img src="https://system.netsuite.com/core/media/media.nl?id=12679&c=723462&h=55e51819e92ef317c357" width="720" height="86" border="0" /> 
<a href="http://www.eyecareandcure.com/Diagnostic-Products"><img src="https://system.netsuite.com/core/media/media.nl?id=28469&c=723462&h=dc5c279154096ce1f361" width="195" height="40" border="0" /></a><a href="http://www.eyecareandcure.com/Pharmaceuticals"><img src="https://system.netsuite.com/core/media/media.nl?id=28474&c=723462&h=9365342d3d72baf4c0d2" width="195" height="40" border="0" /></a><a href="http://www.eyecareandcure.com/Exam-Room-Supplies"><img src="https://system.netsuite.com/core/media/media.nl?id=28470&c=723462&h=4f1b836f6412ab952e34" width="195" height="40" border="0" /></a><a href="http://www.eyecareandcure.com/Vision-Testing"><img src="https://system.netsuite.com/core/media/media.nl?id=28468&c=723462&h=3c7664689336406c15ee" width="195" height="40" border="0" /></a> <a href="http://www.eyecareandcure.com/Optical-Tools-Supplies"><img src="https://system.netsuite.com/core/media/media.nl?id=28473&c=723462&h=a227a48f3b29b0a38f7a" width="195" height="40" border="0" /></a><a href="http://www.eyecareandcure.com/Medical-Surgical-Supplies"><img src="https://system.netsuite.com/core/media/media.nl?id=28472&c=723462&h=c94240f73ea2a1647745" width="195" height="40" border="0" /></a><a href="http://www.eyecareandcure.com/Sterilizing-Disinfecting"><img src="https://system.netsuite.com/core/media/media.nl?id=28475&c=723462&h=5742c12d94b5c490d535" width="195" height="40" border="0" /></a><a href="http://www.eyecareandcure.com/Instruments"><img src="https://system.netsuite.com/core/media/media.nl?id=28471&c=723462&h=3e0b5322e37bf2b86796" width="195" height="40" border="0" /></a></center> 
<center>Great Prices and February Shipping Special!</center> 
<div class="prodboxleft"><a href="http://www.eyecareandcure.com/Drops/Fluoron-1532"><img src="https://system.netsuite.com/core/media/media.nl?id=1323&c=723462&h=24fddfba2d9dd33cb960" width="151" height="144" align="left" border="0" /><a/> Fluoron® 5 ml Compare to Fluress® $6.95 Was $8.90 Item #1532</div>
<div class="prodboxright"><a href="http://www.eyecareandcure.com/Drops/Fluorocaine-8482"><img src="https://system.netsuite.com/core/media/media.nl?id=1324&c=723462&h=bff0adfc33d25c58f9a2" width="162" height="144" align="left" border="0" /></a> Fluorocaine™ 5 ml $7.30 Was $7.80 Item #1533</div>
<hr class="clearing" /><div class="prodboxleft"><a href="http://www.eyecareandcure.com/Drops/Tropicamide-1-0-15-ml_2"><img src="https://system.netsuite.com/core/media/media.nl?id=3992&c=723462&h=b9c0ceeda9e5db57fbfd" width="61" height="144" align="left" border="0" /></a> 
Tropicamide 1.0% 15 ml 
Compare to Mydriacyl® 
$8.40 
Was $10.80 
 
Item #1579</div>
<div class="prodboxright"><a href="http://www.eyecareandcure.com/Drops/Tropicamide-0-5-15-ml"><img src="https://system.netsuite.com/core/media/media.nl?id=28676&c=723462&h=3be84121296356649aa6" width="57" height="144" align="left" border="0" /></a> Tropicamide 0.5% 15 ml 
Compare to Mydriacyl® 
$8.20 
Was $10.50 
 
Item #1586</div>
<hr class="clearing" /><div class="prodboxleft"><a href="http://www.eyecareandcure.com/Drops/Phenylephrine-HCl-2-5-15-ml-Akorn-brand_2"><img src="https://system.netsuite.com/core/media/media.nl?id=9387&c=723462&h=e2293736ebaa71f5455b" width="53" height="144" align="left" border="0" /></a> Phenylephrine 2.5% 15 ml 
Compare to Neo-Synephrine® 
$9.00 
Was $10.25 
 
Item #1554</div>
<div class="prodboxright"><center>
FEBRUARY SHIPPING SPECIAL! www.eyecareandcure.com Free Ground Shipping on all internet orders over $200.00* Enter Promo Code FEB13 during checkout 
*Valid only on orders placed on our website from 
02/01/13-02/28/13. Not valid with any other promotional offer.
</center></div><hr class="clearing" />
<center>To place your order, please visit our website at
<a href="http://www.eyecareandcure.com">www.eyecareandcure.com</a>, or call Customer Service 
at 1-800-486-6169. You can also
<a href="http://www.eyecareandcure.com/Monthly-Specials">
download</a> a
copy of this special and fax it to us at 1-877-321-1267. Need access to our website?
<a href="http://www.eyecareandcure.com/Registration">
Click here</a> to register. 24-7 ordering, special offers, order
history and much, much more! 
All prices subject to change. Some additional restrictions may apply. 
See <a href="http://www.eyecareandcure.com/Terms-Policies">www.eyecareandcure.com/Terms-Policies</a> for standard terms and conditions.
</center>
</div>
</div>
</body>
And here is a screen shot of the different results:

If email marketing is new to you, the below links are a good starting point for how to go about getting a good-looking and consistent design.
http://kb.mailchimp.com/article/common-html-email-coding-mistakes
http://24ways.org/2009/rock-solid-html-emails/
http://htmlemailboilerplate.com/
The boilerplate is good for reference but in my opinion is overkill for most email campaigns. It does a good job of highlighting why they do certain things though.
Rik

Email Template

Hi,
I have a new requirement that the standard text mail should be sent out as an HTML Email.
I was thinking of a HTML template which would have "customized tags" which I can replace at run time based on the data from some datasource.
The Email Template should look like:
Dear {FirstName} {LastName},
{Section1}
{Section2}
Thanks and regards,
{SenderName}
The tags between '{}' would be replaced dynamically based on the database values. I have the existsing program running within an EJB. I need to store the HTML content in some place [preferablly deployment descriptors] and then lookup at the information at run time, replace and send email. I am not able to have HTML characters within ejb-jar.xml.
This is one idea. I also though of having a properties file or a local system file to get the data. I am not convinced with these ideas.
Are there any other better approach for this situation?
Kindly advice.
Thanks and regards,
Pazhanikanthan. P

Have a look at:
http://jcake.com/jcake-mx-intro.php and http://jcake.com/products.php#jcake-mx-template
It is a ready to use solution for your case.
Piotr Maj

Error while entering Long message in Email Template

Hi All,
While Creating Email template with 28 kb data as Long message field in OIM 11g R2 Im getting error like "Invalid size of inputs in en_US in Locale " so unable to save and please provide the solution Is there any changes in property or something?
Thanks
Kowsalya

Yes that is right what is mentioned above, first you give the company code and name then give the currency then select address (Shift+F5) and in that if you select country as IN then it will automatically come to master data.
Edited by: venkata986 on Aug 31, 2010 12:31 PM

OIM Email notification in Provisioning Related Type in Email Template

Hi,
I have done the Email Notification for the RequestRelated type in the EmailTemplate where a Resource is granted to a user and the mail goes to a particular User or Group in the Assignment Tab of the Process task. Its ok.
Now I want to do for the Provisioning related type specified in the Email Template.I tried to attach my Mail Template in the provisioning task related to a particular Resource but mail is not generating .
Can anyone briefly tell me How to generate mail for the Provisioning Related type ?????

Have you attached the email definition in the Notification tab of the provisioning task?
Also, you need to be sure if the task status was reached to start the email notification.
Regards,
Nitto

Custom Alert Email Templates Issue - List Alerts emails not using customized XML alert template

I have recently customized the XML alerts template (AlertTemplates.xml) for our site collection in SharePoint 2010 to exclude specific fields in the email when users who have subscribed to a list using the "Alert Me" feature. I
have renamed the custom alerts XML file and loaded the custom template in the following directory (%ProgramFiles%\Common Files\Microsoft Shared\Web server extensions\14\TEMPLATE\XML) and
restarted IIS. Once users subscribe to the alerts using the list using the "alert me" function they received the customized email as intended.
We needed to auto-subscribe users to the email alerts so what I did was used a powershell script to add users to the alert subscriptions using the script shown in below:
Import-Csv D:\Temp\filename.csv | ForEach-Object{
$webUrl=$_.WebUrl
$listTitle=$_.List
$alertTitle=$_.AlertTitle
$subscribedUser=$_.SubscribedUser
$alertType=$_.AlertType
$deliveryChannel=$_.DeliveryChannel
$eventType=$_.EventType
$frequency=$_.Frequency
$oldAlertID=$_.ID
$web=Get-SPWeb $webUrl
$testAlert = $web.Alerts | WHERE { $_.ID -eq $oldAlertID }
IF ($testAlert) {
$web.Alerts.Delete([GUID]$oldAlertID)
Write-Host Old alert $oldAlertID deleted. -Foregroundcolor Cyan
$list=$web.Lists.TryGetList($listTitle)
$user = $web.EnsureUser($subscribedUser)
$newAlert = $user.Alerts.Add()
$newAlert.Title = $alertTitle
$newAlert.AlertType=[Microsoft.SharePoint.SPAlertType]::$alertType
$newAlert.List = $list
$newAlert.DeliveryChannels = [Microsoft.SharePoint.SPAlertDeliveryChannels]::$deliveryChannel
$newAlert.EventType = [Microsoft.SharePoint.SPEventType]::$eventType
$newAlert.AlertFrequency = [Microsoft.SharePoint.SPAlertFrequency]::$frequency
if($frequency -ne "Immediate"){
$AlertTime=$_.AlertTime
$newAlert.AlertTime=$AlertTime
$newAlert.Update()
Write-Host Created $newAlert.Title for $subscribedUser . -Foregroundcolor Cyan
} ELSE {
Write-Host Alert $alertTitle for $subscribedUser already done. Moving on. -Foregroundcolor Magenta
When I ran the script and added the users and restarted the service, all users who were auto-subscribed via this method would get the email without the customizations that were done in the custom template. All users who manually subscribed to the list
using the "Alert Me" function would get the customized email.
Does anyone know why users who manually subscribe would get the custom email alert and why users who were auto-subscribed using the powershell script do not get the custom email alert?

Hi ,
According to your description, my understanding is that users who were auto-subscribed using the PowerShell script do not get the custom email alert.
For your issue, it can be caused by the auto-subscribed alert email which is generated by PowerShell script is using OOTB alert template. You can add the following script into your script for setting
the alerts’ alert email template:
$contentService = [Microsoft.SharePoint.Administration.SPWebService]::ContentService
$AlertsTemplateCollection =new-object Microsoft.SharePoint.SPAlertTemplateCollection($contentService)
$newAlert.AlertTemplate = $AlertsTemplateCollection["YOUR_UNIQUE_TEMPLATE_NAME_VALUE"]
Reference:
http://sadomovalex.blogspot.com/2012/03/one-problem-with-updating-alert.html
Thanks,
Eric
Forum Support
Please remember to mark the replies as answers if they help and unmark them if they provide no help. If you have feedback for TechNet Subscriber Support,
contact [email protected]
Eric Tao
TechNet Community Support

Email Template Issue in MS CRM 2015 Online

Hi,
We recently upgraded the CRM form 2011 on premise to MS CRM 2015 online.
We are facing the issue in Email Templates navigation in MS CRM 2015 online version as mentioned below.
SETTINGS-->TEMPLATES-->Email Templates getting the following error message.
I have deleted all the email templates in DEV instance but still this error occurred.
Please help how to resolve this issue. Its very urgent.
Yadav

Hi,
Please let me know if anybody aware of this issue.
Yadav

Rules inside email templates

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