AnsweredAssumed Answered

display fields from related record on Email Template

Question asked by Niegel Leoncio on Mar 2, 2018
Latest reply on Mar 5, 2018 by Niegel Leoncio



I'm wondering if this is possible in Sugar? I came from SFDC and had used this function for a lot of my email templates during my SFDC days. Going into Sugar, I wanted to know if it's possible to display fields from related records on email template. 


A good use case for this is I have a module connected to Contacts. When creating my email template, I'd like to use just the Contact's First Name on the email template instead of the Contact's full name.  In SFDC, I will simply do the following:




Where "r" denotes pulling related fields and "c" is the actual field being pulled. This example means The main module is Job Application, pulling in fields from Related Module Contact and returning the value of FirstName__c.


Is it possible in Sugar?