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Customer experience | Sales, Customer Insights,...
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Global Email Template - Insert Custom Entity fields?

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I wanted to create an email template for a custom entity I created.  It looks like I am forced to use "Global" though since my custom entity wasn't an option to limit the email template to.

Furthermore I cannot insert fields to auto-populate in the email template from my custom entity.  It only shows the 'User' entity to select fields from...  so I'm guessing this is not possible?

I have the same question (0)
  • Suggested answer
    Bipin D365 Profile Picture
    28,983 Moderator on at

    Hi,

    It is possible to insert dynamic content from custom entity-

    rawishblog.wordpress.com/.../

  • Suggested answer
    Amit Katariya007 Profile Picture
    10,409 Super User 2025 Season 2 on at

    Hello Use,

    You are on right path just need some more details that is it.

    Basically if you want to add email templates for the custom entities then you will have to use template type Global.

    As per your requirement you can also populate the Custom entities data on the email template.

    Please follow below blogs which will help you to populate Custom entity data.

    https://ravindarreddykasarla.com/2019/09/09/insert-dynamic-values-in-email-templates-from-custom-entities/?adlt=strict

    https://www.adyatantech.com/blogs/insert-values-from-custom-entities-in-email-templates?adlt=strict

    Thank you,

    Amit Katariya

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