how do i find the right variable to select to pull...
# ask-stanley-ai
r
how do i find the right variable to select to pull a data point from an invoice into a custom email template?
c
AI generated answer (using internal Slack threads):
To pull a data point from an invoice into a custom email template, you would need to modify the Advanced PDF/HTML Template of the invoice. Here are the steps: 1. Navigate to
Customization > Forms > Advanced PDF/HTML Templates
. 2. Find the template for the invoice and click
Edit
. 3. In the
Template Content
section, you can add the variable that corresponds to the data point you want to pull from the invoice. The variable should be in the format
${record.fieldname}
. For example, if you want to pull the invoice number, you would use
${record.tranid}
. Please note that the field name should be the script id of the field. You can find this by going to the record type in question (in this case, Invoice), and checking the 'Fields' section. If the data point you want to pull is not a standard field on the invoice record, you may need to use a SuiteScript or a Workflow to populate a custom field on the invoice with the desired data, and then reference that custom field in your email template. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.827148318
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.826660156
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.820251286
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