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I have a requirement to automate Purchase Order Emails, meaning if an Opportunity is Closed Won, Sales Manager can click on 'Send PO Email' button, and then email template will be previewed by him.

In this case, I was able to generate successfully the template and all, I have one issue, the template comprises instruction for different departments like Support, Training etc. Now if the purchase order is just for training then the field for 'Instructions for Support' should not be populated. As in my template, I have caption: 

Support: {!Closing Instructions for Suppport} 
Training: {!Closing Instructions for Training},

So in the above mentioned scenario the email template should have only Training: {!Closing Instructions for Training} and not Support: {!Closing Instructions for Suppport} based on my condition field that the product is for training.

Could anyone please advice?

Thanks Sarika Patel

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  • Did you have a chance to look at success.salesforce.com/answers?id=90630000000gpkYAAQ?
    – Ruslan Vekua
    Commented Aug 5, 2015 at 15:18
  • Can you please explain ...what you meant, when you say- "Email template will be previewed by him"(sales Manager). Would that mean before email sent, template data will be available to him, will values propulated ? Also one more thing.. what I understand.. you want to 'Conditionally populate" field values in template ..rt ?
    – curious_techy
    Commented Aug 5, 2015 at 15:19
  • Yes, before email sent, template data will be available to him, with values propulated. And I want to conditionally populate field values in template.
    – Sarika Patel
    Commented Aug 5, 2015 at 15:22
  • @Ruslan Vekua - I had a look in that link but it does not work for me. In addition to that I even have a caption of what the instructions are all about in the tempate which i cannot hide.
    – Sarika Patel
    Commented Aug 5, 2015 at 15:23

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You can try with VF email template and use If conditions; Hope i didn't misunderstand your question.

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  • Uday - community etiquette is to at least give an example related to the OP
    – cropredy
    Commented Aug 5, 2015 at 18:08

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