Tuesday, April 14, 2020

Email Templates for Custom Entities

I have used the trick of inserting the "magic" sequence of characters that allow you to insert custom entity fields into email templates, but there's an extra special trick if you insert a lookup field /@name.  Big thanks to Insight Dynamics blog post for the tip.  Here's an example for an entity called "Custom Entity":

{!new_customentity:ownerid/@name;}