Techniques for looking up data values

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Posted on by GregatCatapult

I'm creating email templates and would like to understand methods for looking up data values.

For example, is there a tool or technique that can pull up an entity, a case for example, and display all the associated values and relationships?

I'd like to see the values & relationships so that I can know which data field to populate in my email template.

Thanks!

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cloflyMao 25,198 on at

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RE: Techniques for looking up data values

Hi Gregat,

It’s glad that your problem has been solved.

Please kindly mark as verified if you had found my answer helped, it would be greatly appreciated.

Regards,

Clofly
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GregatCatapult 25 on at

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RE: Techniques for looking up data values

Thank you for the detailed response Clofly! This gives me exactly what I was looking for :)
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cloflyMao 25,198 on at

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RE: Techniques for looking up data values

Hi Gregat,

Sorry for late reply.

From my test, {!Case:Customer;Valued Customer} could be regarded as equivalent to {!Case:Customer;}

Acutally all dynamic values should like: {!Entity:Field display name;}

I have searched many pages but didn't find anwser that why in OOB template its {!Case:Customer;Valued Customer} instead of {!Case:Customer;} ,

even thought they are same result.

I thought it would be that Customer is a lookup field in Case entity, it is stored as a guid data in the field, and added "Valued Customer" would be just a statement without actual effect,

CRM can map it to formatted name automatically.

What's more, you could read article below for how to insert dynamic value in email template:

https://rkcrm.wordpress.com/2019/09/09/insert-dynamic-values-in-email-templates-from-custom-entities/

As article said, we can get its actual logical express with developer tool

The raw sytax is {!incident:customerid/@name;Valued Customer}, and I changed it to {!incident:customerid/@name;Hello}

Now give a look:

We give its a custom value and CRM ignored it and just keept {!Case:Customer} to display.

Please let me know if you still have any doubt.

Regards,

Clofly
GregatCatapult 25 on at

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RE: Techniques for looking up data values

Thanks for responding.

I still need some clarity.

For example, the default email template for Case Auto Response uses the data field value {!Case:Customer;Valued Customer}. How can I find that value in the system?

Thanks!
cloflyMao 25,198 on at

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RE: Techniques for looking up data values

Hi Gregat,

As per my understanding,

you could find all data value fields in Settings > Customization > Customize the System > Component > Entities > Case > Fields > Display Name,

Regards,

Clofly