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Each code on account

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Posted on by Camilla Larsson

235

Hi, I have created new each code to merge a field

from an related entity from

account. The code I have created shows no errors, but I Am not able to see anything when I am sending the email... It’s just empty even though I know there is data in the field I am trying to show..

Any idea what that can be?

kind regards

camilla

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cloflyMao 25,210 on at

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Hi Camilla,

Could you share me your code?

As per my understanding, were you trying to get related records of parent account(company name field) of contact?

For example: show other contacts of the parent account in content of marketing email.

Regards,

Clofly

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Camilla Larsson 235 on at

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Hi,

Yes I am trying to show data from a related record from an account. This is the code I have.

{{#each contact.new_chargingchip_contact_new_chipownerforcompanymember}}

{{this.new_name}}

{{/each}}

Kind Regards

Camilla

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cloflyMao 25,210 on at

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Hi Camilla,

Sorry for the late response, I came back to work the day before yesterday.

I created a custom entity called "Charging Chip", and added a lookup field "Chip Owner For Company"(Contact) to the entity.

In addition to enable the entity in marketing data configuration, please check whether the "Change tracking" option of the entity was also checked, and try putting the name value within p tag.

{{#each contact.new_chargingchip_contact_new_chipownerforcompanymember}}
{{this.new_name}}
{{/each}}

Regards,

Clofly

Regards,

Clofly

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Camilla Larsson 235 on at

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Thank you Clofly.

I will try this

Camilla

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Oseirf 67 on at

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Hello Everybody,

We are using both dynamics 365 Marketing and Sales. What I'm trying now is to get the "Owner-Fullname" of an opportunity inside an E-Mail:

{{#each contact.opportunity_contact_customerid}}</li>

<li>Verkaufschance Name: {{this.name}}</li> <<- Works

<li>Verkaufschance Offerte Versendet am: {{this.sendDate_offer}}</li> <<-Works

<li>Verkaufschance Besitzer: {{this.opportunity_systemuser_owninguser.fullname}}</li> <<--Does not Work: Error: too many hops

<li>{{/each}}

But if I select a "Static" Opportunity it works:

{{opportunity(2558eaf4-3b14-45cd-9d94-6d4dce56c82231a).opportunity_systemuser_owninguser.fullname}}

Any hints?

KR

Frieso

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cloflyMao 25,210 on at

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Hi Frieso,

We can have, at most, two hops (periods) in our field expressions.

Even though {{this.opportunity_systemuser_owninguser.fullname}} has only two hops, but it could be regarded as {{contact.opportunity_contact_customerid.opportunity_systemuser_owninguser.fullname}}, which has three hops.

In simple terms, fullname of associated opportunities' owner is too far away from contact entity, only attribute of directly related entity of contact is supported to be added.(e.g: {{this.name}})

The issue you encountered is similar to question of the following thread:

https://community.dynamics.com/365/marketing/f/dynamics-365-for-marketing-forum/370438/marketing-email-assistant-can-not-show-lookup-field-name

A community member has created an idea in Ideas forum that requesting support for more hops in email, you could vote on it.

https://experience.dynamics.com/ideas/idea/?ideaid=0adb09f7-1f13-eb11-8441-0003ff68a0b0

Regards,

Clofly

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Oseirf 67 on at

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Hi Clofly

thanks for your answer - what a pity with the "3 Hops". Hope this is implemented soon.

Do you know if it's possible to "substring" some values? Facing the "3 hops" problem I could substring from a combined field some needet value.

The datamodel is:

<Customer> - <Connection> - <Role>

In the table <Connection> I have a field "Name" where the value is in the format "<customerName> - <RoleName>" so if I could "substring" find the "-" in the value an then get the RoleName I have my 3rd hope by accessing this combined value.

Is there something like {{#substr (this.Name, XXXX) }} ??

Regards

Frieso

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cloflyMao 25,210 on at

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Hi Frieso,

I am afraid that substr is not available.

Dynamic expression of marketing email is implemented from Handlebarsjs and only 'if' and 'each' helpers are supported.

https://handlebarsjs.com/guide/builtin-helpers.html

However, due to javascript is not supported by marketing email, therefore, we couldn't add custom helper.

Regards,

Clofly

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