Using Email Templates and Variables in Workflow

Hello,

Currently running SuiteCRM in Version 7.7.4

I’m trying to create a workflow when adding new leads.

First step is to create a task to send some information to the new lead. By now it should be done manually, just by creating a new task and assigning it to the sales guy. I’d like to use some variables in the subject line of the task like $contact_name and others to have a visible difference between a number of tasks created :slight_smile:
And I’d like to have some more information coming from variables inside the task description. But both, variables in task subject and in task description, does not work. Variables are not filled with the value but still having $contact_name in the description.

Second step is to send an email to an external email address. I’m using an email template for this. This also includes the $contact_name variable (for beginnig that is enough). Neither the using of that variable works in the email subject nor in the body of the mail. It looks like it’s name ("$contact_name") is remove or filled up with spaces.

Since we need both working in our company, I’m trying desperately to make that work.

What do I have to do to have it working? Is it a bug in my version of SuiteCRM and do I have to update?

Any hints for me to make it working?

Any help is greatly appreciated!

Regards
Olaf

Can you please share Workflow Screen where you have setup conditions. Which module is the workflow associated with?

Hi cherub-chum,

please find attached some screenshots as requested.

I’m sorry that they’re in german :frowning:

Please see the subject line (“Betreff”) in screenshot #1 and #2 where $contact_name is used.
I’ve tried to use that also in the description field (“Beschreibung”) but that did not work either.

Regards
Olaf

Hi Olaf

The images seems to be broken. Can you attach again.

Hi Cherub-chum

Images uploaded again…

Your workflow module should have access to the related record for which you need translation.

For more details, check

Folder to see the code being triggered for various actions.