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 Sales Order
- Click Communication
- Click Email
- Click Message
- Insert Field: Select the newly created field
- Click Preview
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