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Showing posts from December, 2023

Created By in Email Templates

User wants to send an email that pulls the creator of a sales order via Freemarker. It is currently not possible to pull the creator of a sales order onto an email without customization. Navigate to Lists > Search > Saved Searches > New Click Transaction Search Title: Enter a title Public: Enter Checkmark Click Criteria Filter: Select System Notes System Notes Filter: Select Type Type: Select Create Click Set Click Results Click Remove All Field: Select Formula (Text) Summary Type: Select Maximum Formula: Enter {systemnotes.name} Click Available Filters Filter: Select Internal ID Click Save & Run Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New Label: Enter a label Type: Select Free-Form Text Store Value: Remove Checkmark Click Applies To Sale: Enter Checkmark Click Display Subtab: Select Main Display Type: Select Inline Text Click Validation & Defaulting Search: Select the search that was created Click Save View any Sal...