This documentation is about how to create Email templates within v20 by using EZWriter Templates and provides a step-by-step documentation for administrators with a general knowledge of SQL and EZWriter.
Content:
1. EZWriter Data Source
2. Create a v20 EZWriter Template
3. Use EZWriter Template as Email Template
4. Use EZWriter to create Email-Templates
Comments
11 comments
Are the screen shots from V20.7? My V20.6 doesn't look like that.
0 upvotes
Yes, this is the look of EZWriter 20.7E and higher!
0 upvotes
I'm trying to follow your directions in V20.6, but it appears some of the functionality isn't there. For example, I'm not able to select the EZWriter Data Source when creating the Email Template, so I assume this means I cannot use EZWriter templates when sending emails in V20.6. Is that correct?
1 upvotes
I have created an ezwriter email template for a customer web opportunity form, once the email has been delivered it is not picking up the fields for the opportunity.
Below is the SQL for the EZ writer
select CR073_EXT_ACCT_CODE, CR073_EVT_ID, CR073_TXT_01 as Courier, CR073_TXT_03 as Staff_Member, EV870_FIRST_NAME, EV870_LAST_NAME, EV870_COMPANY_NAME, EV870_EMAIL_ADDRESS from CR073_ISSUES
inner join EV870_ACCT_MASTER on EV870_ACCT_CODE=CR073_ext_acct_code
where CR073_ISSUE_TYPE='de' and cr073_occurence=@occurrence
Below is the template and how the email is being delivered back, it is not picking up the fields from the opportunity
*EV870_FIRST_NAME *EV870_LAST_NAME
Please note XXX parcels from *COURIER have been delivered to XXXXX.
These will be stored within XXXXXX
0 upvotes
Hi Kris-
The first thing to check is that the system is recognizing the parameter @Occurrence. To do this, look at the Data Source Parameters section and make sure it is displaying Issue Sequence Number. The other thing I notice is that you are not including Organization code anywhere in your query. Even if you only have one Organization currently, we highly recommend including this as it could have unintended consequences in the future.
-Emily, Technical Services
0 upvotes
Hi Emily
I have included the @organization and I already had @occurrence and the data source is displaying 'Issue Sequence Number' but the email still isn't picking up the information required and sends back the template with the wildcards as opposed to the data.
Thanks
Kris
0 upvotes
Hi
When using the @OCCURRENCE how can we remove the missing parameters for 'Issue Sequence Number'?
Thanks
Kris
0 upvotes
Kris,
On the Data Source Parameters tab you can mark unneeded ones to be deleted. Just make sure that the parameter you want removed is not used on any of the three sections or it will return.
Rob
0 upvotes
Sorry Rob I should have been clearer, I would like to use the @OCCURRENCE, the issue I am having is that when using this I am getting the missing parameters message and would like to by pass this so it can auto read the occurrence in my SQL statement.
Thanks
Kris
0 upvotes
Kris,
Where are you calling the email from? It could be that the context is not supplying the @OCCURRENCE value. Can you please submit a support ticket for our team to look into this further.
0 upvotes
Hi
Am calling the email from the 'Tools', 'Send Email' via the opportunity.
Thanks
Kris
0 upvotes
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