Skip to main content
Submitted

Conditions in E-Mail templates

  • December 18, 2020
  • 5 replies
  • 89 views

genietim

It would be awesome (and save me so much time in making automations and E-Mail template adjustments) if there was some sort of conditional in E-Mail templates. I dream of, in the template:

 

You will be charged:

{{if fieldId.some_select_value}}

100 for some_select_value

{{endif}}

{{if fieldId.some_other_select_value}}

200 for some_other_select_value

{{endif}}

{{if fieldId.some_third_select_value}}

50 for some_third_select_value

{{endif}}

 

Instead of making, for this example, 7 E-Mail templates and then having also 7 automations deciding which to send.

Raphael Costa
Pipefy Staff
Forum|alt.badge.img+2

Hi @genietim Thx for the feedback :) What are you trying to accomplish by sorting email templates? Any further details here would be very helpful! 


genietim
Forum|alt.badge.img+12
  • Pipefy Legend
  • December 22, 2020

Hi @Raphael Costa 

Thanks for your response. As you say sorting, I am not sure if I understand. I do not want conditions to filter or sort E-Mail templates. I am looking for conditions in the templates. Conditions that change the text/content of the E-Mail.

So, in the example of above: I list all the articles a user selected. This on itself is maybe not the best example as it could be achieved with a more complicated select-list input and some autofill-actions.

I just realized, that what I want to do can already be achieved in any case by using some helper input-text fields and multiple automations triggering on field change, each equipped with some conditions.

The conditions in E-Mail templates would therefore only be simplifying the setup.

Other examples:

  • salutation in an E-Mail from two fields: one select: married/unmarried, another select: man/woman. Then, could use
    {{if field2 == man}}Mr.{{else}}{{if field1 == married}}Mrs.{{else}}Ms.{{endif}}{{endif}}
    .
  • Potential text only if field is filled in:
    {{ if attachment }} You can find the file at {{attachment}}{{endif}}
    
    .
  • Adabtion of number postfixes:
    You have {{ fieldNr }} tree{{ if fieldNr > 1 || fieldNr == 0 }}s{{endif}}

These are rather simple examples as there are practically no interferences between different fields as I have some in upcoming processes. But yes, all these examples can be done with a hidden helper text field that is used in the E-Mail templates and filled using two (resp. 3) automations upon change of the corresponding fields.


Forum|alt.badge.img+5
Updated idea status NewSubmitted

genietim
Forum|alt.badge.img+12
  • Pipefy Legend
  • January 5, 2021

I have hear an example that I was not able to replicate using conditions & automations as one cannot put HTML fields in the E-Mail template:

 

Conditional table rows!

E.g. (simplifying here, the conditions would of course include field specifiers etc., depending on your implementation):

<table>
<tr>
    <th>Article</th>
    <th>Article Count</th>
</tr>
{{ if field.article1Count > 0 }}
  <tr>
    <td>Article1</td>
    <td>{{ field.article1Count }}</td>
  </tr>
{{endif}}
{{ if field.article2Count > 0 }}
  <tr>
    <td>Article2</td>
    <td>{{ field.article2Count }}</td>
  </tr>
{{endif}}
{{ if field.article3Count > 0 }}
  <tr>
    <td>Product3</td>
    <td>{{ field.article3Count }}</td>
  </tr>
{{endif}}
{{ if field.article4Count > 0 }}
  <tr>
    <td>Article4</td>
    <td>{{ field.article4Count }}</td>
  </tr>
{{endif}}
<!-- etc., any many article fields -->
</table>

 


genietim
Forum|alt.badge.img+12
  • Pipefy Legend
  • January 5, 2021

(Also, it would be nice to be able to edit topics on here, the “hear” instead of the “here” as well as the formatting issues are bugging me. Sorry. Thanks.)



Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings