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Andrée-Anne Couillard
Visualforce email, fields do not merge, but work fine whit test
Hi,
We currently have a VF email template that goes out based on a Apex trigger that is working fine.
I cloned that email template and removed some unecessary fields to create a new email alert that would be released as part of a Proposal Acceptance Process.
When I test the e-mail template "send test to verify merged files" it works perfectly. When the e-mail is sent through the Approval process, no field at all is beeing merged.
The e-mail is currently being send only to me (no field view restriction) and also it is not calling any fields that have a field update action as part of this aproval process.
Fields are related to the OP and Proposal.
Any thoughts on that?
Thanks!
E-mail Template:
------------------------------------------------------------------------------------------
Proposal Release Full Info
<messaging:emailTemplate recipientType="user"
relatedToType="Opportunity"
subject="Proposal released for Opportunity {!relatedTo.Opportunity_number__c} {!relatedTo.name}">
<messaging:htmlEmailBody >
<html>
<body>
<font face="arial">
<p>The following Proposal has been released.</p>
<br/>Opportunity Name: <b><a href="https://na13.salesforce.com/{!relatedTo.Id}">{!relatedTo.Name}</a></b>
<br/>Account Name: <b><a href="https://na13.salesforce.com/{!relatedTo.Account.Id}">{!relatedTo.Account.name}</a></b>
<br/>Opportunity Owner: <b>{!relatedTo.owner.name}</b>
<br/>Territory: <b>{!relatedTo.Territory_Label__c}</b>
<br/>
<br/>Opportunity Amount: <b>{!relatedTo.Currency_Sign__c} <apex:outputText value="{0, number, ###,###.00}"><apex:param value="{!ROUND(relatedTo.Amount,0)}" /></apex:outputText> {!relatedTo.CurrencyIsoCode}</b>
<br/>Opportunity Number: <b>{!relatedTo.Opportunity_number__c}</b>
<br/>Proposal Number: <b>{!relatedTo.Proposal_Number__r.Name}</b>
<br/>
<br/>
<p/>
<table border="0" cellpadding="5" cellspacing="0" >
<tr style="">
<th style="font-family:arial, sans-serif; border-width: 1px; border-style: solid; color: #FFF; border-color: black;background-color: black;">Product Name</th>
<th style="font-family:arial, sans-serif; border-width: 1px; border-style: solid; color: #FFF; border-color: black;background-color: black;">Description</th>
<th style="font-family:arial, sans-serif; border-width: 1px; border-style: solid; color: #FFF; border-color: black;background-color: black;">Engagement Type</th>
<th style="font-family:arial, sans-serif; border-width: 1px; border-style: solid; color: #FFF; border-color: black;background-color: black;">Total Price</th>
<th style="font-family:arial, sans-serif; border-width: 1px; border-style: solid; color: #FFF; border-color: black;background-color: black;">Internal Price</th>
<th style="font-family:arial, sans-serif; border-width: 1px; border-style: solid; color: #FFF; border-color: black;background-color: black;">Product Line</th>
</tr>
<apex:repeat var="opp" value="{!relatedTo.OpportunityLineItems}">
<tr>
<!-- <td><a href="https://na1-blitz01.soma.salesforce.com/{!opp.id}">View</a> | -->
<!-- <a href="https://na1-blitz01.soma.salesforce.com/{!opp.id}/e">Edit</a></td> -->
<td style= "font-family:arial, sans-serif; border-width: 1px;border-style: solid;border-color: black;">{!opp.PricebookEntry.Product2.Name}</td>
<td style= "font-family:arial, sans-serif; border-width: 1px;border-style: solid;border-color: black;">{!opp.Description}</td>
<td style= "font-family:arial, sans-serif; border-width: 1px;border-style: solid;border-color: black;">{!opp.Engagement_type__c}</td>
<td style= "font-family:arial, sans-serif; border-width: 1px;border-style: solid;border-color: black;">{!relatedTo.Currency_Sign__c}<apex:outputText value="{0, number, ###,###}"><apex:param value="{!ROUND(opp.TotalPrice,0)}" /></apex:outputText></td>
<td style= "font-family:arial, sans-serif; border-width: 1px;border-style: solid;border-color: black;">{!relatedTo.Currency_Sign__c}<apex:outputText value="{0, number, ###,###}"><apex:param value="{!ROUND(opp.Internal_Price__c,0)}" /></apex:outputText></td>
<td style= "font-family:arial, sans-serif; border-width: 1px;border-style: solid;border-color: black;">{!opp.PricebookEntry.Product2.Product_Line__c}</td>
</tr>
</apex:repeat>
</table>
<p/>
</font>
</body>
</html>
</messaging:htmlEmailBody>
</messaging:emailTemplate>
We currently have a VF email template that goes out based on a Apex trigger that is working fine.
I cloned that email template and removed some unecessary fields to create a new email alert that would be released as part of a Proposal Acceptance Process.
When I test the e-mail template "send test to verify merged files" it works perfectly. When the e-mail is sent through the Approval process, no field at all is beeing merged.
The e-mail is currently being send only to me (no field view restriction) and also it is not calling any fields that have a field update action as part of this aproval process.
Fields are related to the OP and Proposal.
Any thoughts on that?
Thanks!
E-mail Template:
------------------------------------------------------------------------------------------
Proposal Release Full Info
<messaging:emailTemplate recipientType="user"
relatedToType="Opportunity"
subject="Proposal released for Opportunity {!relatedTo.Opportunity_number__c} {!relatedTo.name}">
<messaging:htmlEmailBody >
<html>
<body>
<font face="arial">
<p>The following Proposal has been released.</p>
<br/>Opportunity Name: <b><a href="https://na13.salesforce.com/{!relatedTo.Id}">{!relatedTo.Name}</a></b>
<br/>Account Name: <b><a href="https://na13.salesforce.com/{!relatedTo.Account.Id}">{!relatedTo.Account.name}</a></b>
<br/>Opportunity Owner: <b>{!relatedTo.owner.name}</b>
<br/>Territory: <b>{!relatedTo.Territory_Label__c}</b>
<br/>
<br/>Opportunity Amount: <b>{!relatedTo.Currency_Sign__c} <apex:outputText value="{0, number, ###,###.00}"><apex:param value="{!ROUND(relatedTo.Amount,0)}" /></apex:outputText> {!relatedTo.CurrencyIsoCode}</b>
<br/>Opportunity Number: <b>{!relatedTo.Opportunity_number__c}</b>
<br/>Proposal Number: <b>{!relatedTo.Proposal_Number__r.Name}</b>
<br/>
<br/>
<p/>
<table border="0" cellpadding="5" cellspacing="0" >
<tr style="">
<th style="font-family:arial, sans-serif; border-width: 1px; border-style: solid; color: #FFF; border-color: black;background-color: black;">Product Name</th>
<th style="font-family:arial, sans-serif; border-width: 1px; border-style: solid; color: #FFF; border-color: black;background-color: black;">Description</th>
<th style="font-family:arial, sans-serif; border-width: 1px; border-style: solid; color: #FFF; border-color: black;background-color: black;">Engagement Type</th>
<th style="font-family:arial, sans-serif; border-width: 1px; border-style: solid; color: #FFF; border-color: black;background-color: black;">Total Price</th>
<th style="font-family:arial, sans-serif; border-width: 1px; border-style: solid; color: #FFF; border-color: black;background-color: black;">Internal Price</th>
<th style="font-family:arial, sans-serif; border-width: 1px; border-style: solid; color: #FFF; border-color: black;background-color: black;">Product Line</th>
</tr>
<apex:repeat var="opp" value="{!relatedTo.OpportunityLineItems}">
<tr>
<!-- <td><a href="https://na1-blitz01.soma.salesforce.com/{!opp.id}">View</a> | -->
<!-- <a href="https://na1-blitz01.soma.salesforce.com/{!opp.id}/e">Edit</a></td> -->
<td style= "font-family:arial, sans-serif; border-width: 1px;border-style: solid;border-color: black;">{!opp.PricebookEntry.Product2.Name}</td>
<td style= "font-family:arial, sans-serif; border-width: 1px;border-style: solid;border-color: black;">{!opp.Description}</td>
<td style= "font-family:arial, sans-serif; border-width: 1px;border-style: solid;border-color: black;">{!opp.Engagement_type__c}</td>
<td style= "font-family:arial, sans-serif; border-width: 1px;border-style: solid;border-color: black;">{!relatedTo.Currency_Sign__c}<apex:outputText value="{0, number, ###,###}"><apex:param value="{!ROUND(opp.TotalPrice,0)}" /></apex:outputText></td>
<td style= "font-family:arial, sans-serif; border-width: 1px;border-style: solid;border-color: black;">{!relatedTo.Currency_Sign__c}<apex:outputText value="{0, number, ###,###}"><apex:param value="{!ROUND(opp.Internal_Price__c,0)}" /></apex:outputText></td>
<td style= "font-family:arial, sans-serif; border-width: 1px;border-style: solid;border-color: black;">{!opp.PricebookEntry.Product2.Product_Line__c}</td>
</tr>
</apex:repeat>
</table>
<p/>
</font>
</body>
</html>
</messaging:htmlEmailBody>
</messaging:emailTemplate>