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Dynamic Link-Name/Label in eMail Fragment Masters / AE token

I would like to avoid html-doublework for several documents we would like to serve as email-fragments/attachments, so I found the create email-fragment out of a master email fragment. It’s working but I’m not able to find the right token for a variable fragment related piece name. As of CRM-support, I am asked to raise an enhancement. - Happy to receive some votes :-) Cheers, Jan

Here some code as an example how it should look like

• Static link-name
• <tr>

<td>

<!-- Content goes here. Styles are inline in the HTML, or can reference styles in the Email Template <style> tag. Images are stored externally or in Vault -->
<br> <br>
<a href="{{PieceLink}}">Klicken Sie hier, um die Fachinfo Allergovit Baumpollen einzusehen</a>


<br> <br>
</td>

</tr>

• Unknown token for “piece-name”

<tr>

<td>

<!-- Content goes here. Styles are inline in the HTML, or can reference styles in the Email Template <style> tag. Images are stored externally or in Vault -->
<br> <br>
<a href="{{PieceLink}}">Klicken Sie hier, um die {{Piece-Name}} einzusehen</a>


<br> <br>
</td>

</tr>

7 条评论

  • Avatar
    Prithwi Roy 正式评论

    Hi Jan,

    If I understand correctly, you need there to be a token in your master email fragment, so that when you copy other email fragments from it and name those copies accordingly, the name of the copies populate in those fragments.

    If that's the case, you could configure your master email fragment with this token: {{Approved_Document_vod__c.Name}}.

    The copies created from your master email fragment should resolve this token with the respective name of the copies.

    Hope this helps!

    - Prit

  • Avatar
    Jan-Marcel Kolbe

    Hej Prit, thx for your thoughts. I was thinking 100% the same way but finally I discovered that in this setting, the token is pulling the name or (in my case) the description field from the eMail-template instead of the eMail-fragment. - That's why I started the enhancement request :-)

     

    If you need some more details on it, please feel free to contact me also via online-meeting, so we can share our screens while discussing the topic.

     

    Happy to hear from you soon, Cheers Jan

  • Avatar
    Prithwi Roy

    Hi Jan,

    Thank you for the clarifications.  Currently there is no way to reference the name of a related document from an email template.  Using the {{Approved_Document_vod__c.Name}} token will pull the name from the source document.

    I've logged this as a requested enhancement.

    Best,

    Prit

  • Avatar
    Prithwi Roy

    Hi Jan,

    Would you be able to try this token, @{name__v},  in the place that you have "{{Piece-Name}}" in your code snippet?  I believe this might satisfy your requirement.

    Thanks!

    Prit

  • Avatar
    Jan-Marcel Kolbe

    Dear Prit, sounds good but finally didn't work as well. Maybe I did something wrong ?!

    Please find here a picture, the code of eMail Fragment master and generated eMail Fragment...

    Hope this gives you some more details. Please feel free to reach out to me via mobil or remote-call so we can discuss the topic in more depth.

     

    Best regards, Jan

     

    - Picture test result:

    - code of eMail Fragment Master

      <tr>
       
      <td>
       
      <!-- Content goes here. Styles are inline in the HTML, or can reference styles in the Email Template <style> tag. Images are stored externally or in Vault -->
      <br> <br>
      <a href="{{PieceLink}}">@{name__v}</a>
       
       
      <br> <br>
      </td>
       
     

    </tr>

     

    - Code of generated eMail fragment

      <tr>
       
      <td>
       
      <!-- Content goes here. Styles are inline in the HTML, or can reference styles in the Email Template <style> tag. Images are stored externally or in Vault -->
      <br> <br>
      <a href="{{PieceLink}}">@{name__v}</a>
       
       
      <br> <br>
      </td>
       
      </tr>
  • Avatar
    Prithwi Roy

    Hi Jan,

    Yes, let's meet remotely and troubleshoot.  I'll reach out to you separately to set up some time.

    Thanks!

    Prit

  • Avatar
    Jan-Marcel Kolbe

    Dear all, please the solution for this enhancement-request at https://support.veeva.com/hc/en-us/requests/469451?page=1

     

    Best regards, Jan

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