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Hi maximo experts,
does anyone know how to include the person creating the email in the communication template.
Would be good if this could resolve the Send From or Replay To fields but would be happy just to have the users name in the message body.
I have tried :&PERSONID and :&USERID& in the message body with no success.
In the Send from I can use :&USERNAME& to add the username but can't then seem to add a relationship to emailaddress field e.g. :&USERNAME&.EMAIL.EMAILADDRESS doesn't work.
In the To or CC field I can use the role USER but can't use this in the Send From or in the message body.
Currently on 7.6.0.2
Finally figured it out!
need to use :user in the message body to get the current person. No idea why it's different from the regular :&USERNAME&
this also works in relationships. So I created a new relationship from WORKORDER to PERSON with a where clause personid=:user and called it currentuser
then added :currentuser.displayname to show users name in the message body
and :currentuser.primaryemail in the Send From
Good investigative work!
We have been playing around with this and found that any dynamic relationship used in the body can be used in the Sent From and Reply To fields. Examples we are using are the Change By on the work order or a designated person on the site record.
All you need is a valid relationship used in the message body.
V/R
Kevin
From: MAXIMO@yahoogroups.com [mailto:MAXIMO@yahoogroups.com]
Sent: Monday, July 11, 2016 8:26 PM
To: MAXIMO@yahoogroups.com
Subject: [External] [MAXIMO List] Re: Add Current User to Communication Template
Finally figured it out!
need to use :user in the message body to get the current person. No idea why it's different from the regular :&USERNAME&
this also works in relationships. So I created a new relationship from WORKORDER to PERSON with a where clause personid=:user and called it currentuser
then added :currentuser.displayname to show users name in the message body
and :currentuser.primaryemail in the Send From