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MendyRMendyR 

Daily Email Notification Help

I'd like to populate an email template with a single record and all its open tasks. Is this possible?

 

I know I can leverage Reporting for this; wondering if there is a way to do it otherwise. 

 

Thanks.

prakash_sfdcprakash_sfdc
Try Visualforce Email Template

Vinita_SFDCVinita_SFDC

Hello,

 

By mail merge functionality fields can be included in email template but no the entire record and so the related tasks. One work around could be, create a visualforce email template and include the record in the template and with the related list tag related tasks can be included. Please refer the following links for creating visualforce email template and including related list in visualforce page:

http://apexdevnet.com/page/VisualForceEmailTemplates_sample

http://login.salesforce.com/help/doc/en/creating_visualforce_email_templates.htm

http://blog.jeffdouglas.com/2009/05/13/using-related-lists-in-visualforce-pages/

 

Hope this helps!