Well it gives you a drop-down for "field type", so...
# generalr
rmhollands
03/21/2019, 5:26 PMWell it gives you a drop-down for "field type", so for example I would choose field type = "Customer", then in field I would select "ID". The resulting tag is ${customer.entityId}
v
Vtor
03/21/2019, 5:28 PMI’m gonna go test it out now and let you know how we do this. I’m sure I’ve done this before it’s just been awhile since I’ve been in my templates
r
rmhollands
03/21/2019, 5:28 PMThanks so much! Greatly appreciate the help
v
Vtor
03/21/2019, 5:37 PMhey there, here's a quick snip out of ours
Vtor
03/21/2019, 5:38 PMThis order was entered on: ${transaction.createdDate}<br />
Proof Type: ${transaction.CUSTBODY_HUB_PROOF_TYPE}<br />
Payment Terms:<#if (entity.terms)?has_content>${entity.terms}<#else>${company.terms}</#if> <br />
Repeat PO #: ${transaction.CUSTBODY_HUB_REPEAT_PONO}<br />
Vtor
03/21/2019, 5:38 PMthis one runs off a sales order and grabs fields from the entity/customer
Vtor
03/21/2019, 5:42 PMa good way to test if your refs work without having to check the whole template is go onto whatever record , pretend like youre going to do an email off it, reference the fields you wanna test in the message and hit preview to see which ones work
Vtor
03/21/2019, 5:44 PMalso try ${customer.accountNumber}
r
rmhollands
03/21/2019, 5:46 PMThat's a really good idea. Thanks for the detailed reply!
v
Vtor
03/21/2019, 5:46 PMnp.. if you still have trouble feel free to DM me screenshots of what you need help with