{"id":329,"date":"2024-03-07T13:13:10","date_gmt":"2024-03-07T13:13:10","guid":{"rendered":"https:\/\/kb.ctse.nl\/?page_id=329"},"modified":"2026-02-22T13:06:38","modified_gmt":"2026-02-22T13:06:38","slug":"emailtemplate","status":"publish","type":"page","link":"https:\/\/kb.ctse.nl\/?page_id=329","title":{"rendered":"C-tse Email Templates"},"content":{"rendered":"\n<p><strong>Benefits:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Get data from parental entities.<\/li>\n\n\n\n<li>Easy usage in Power Automate flow.<\/li>\n\n\n\n<li>Insert a full template or just only template part(s) into an email at cursor position.<\/li>\n\n\n\n<li>Optional default sender (queue or user) in template.<\/li>\n\n\n\n<li>Optional default recipient (account, contact, lead, queue or user) in template.<\/li>\n\n\n\n<li>Optional default attachments in template (for example terms and conditions).<\/li>\n<\/ul>\n\n\n\n<p><strong>Installation:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Go to&nbsp;<a href=\"https:\/\/portal.ctse.nl\/\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/portal.ctse.nl<\/a><\/li>\n\n\n\n<li>Create a new user account or sign in with an existing user account<\/li>\n\n\n\n<li>Go to the solution section and choose PowerDoc (or go to&nbsp;<a href=\"https:\/\/portal.ctse.nl\/solutions\/emailtemplate\">https:\/\/portal.ctse.nl\/solutions\/emailtemplate<\/a>), click on \u201cDownload\u201d and download the solution files.<\/li>\n\n\n\n<li>Go to the license section (or go to&nbsp;<a href=\"https:\/\/portal.ctse.nl\/licenses\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/portal.ctse.nl\/licenses<\/a>).<\/li>\n\n\n\n<li>If you want a trial license, click on the button \u201cRequest trial\u201d, choose for solution \u201cEmail Template Solution\u201d and fill in the environment url where the solution will be used (for example: https:\/\/contoso.crm4.dynamics.com).<\/li>\n\n\n\n<li>Add the entity &#8220;C-tse Email Templates&#8221; (ctse_emailtemplate) to your app and security roles.<\/li>\n\n\n\n<li>Go to the entity C-tse Module Config (ctse_moduleconfig) and add a new record:\n<ul class=\"wp-block-list\">\n<li>Name: licensekey.emailtemplate<\/li>\n\n\n\n<li>Value: the license key<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<p><strong>Usage from template customizer:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Go to the entity C-tse Email Template (ctse_emailtemplate) and add a new record<\/li>\n\n\n\n<li>In the rich text editor you can click on the button &#8220;{ ; }&#8221; where you can add placeholders<\/li>\n\n\n\n<li>In a Power Automate Flow:\n<ul class=\"wp-block-list\">\n<li>you can use these Dataverse Bound Actions (bound to entity C-tse Email Template):\n<ul class=\"wp-block-list\">\n<li>ctse_emailtemplate_createemail<\/li>\n\n\n\n<li>ctse_emailtemplate_parsecontent<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>you can pass custom parameters with additional data (only if editor type is Default)<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<p><strong>Note: <\/strong>only the first party in the to and regardingobject fields on the email entity can be used as placeholder to retrieve data.<\/p>\n\n\n\n<p><strong>Usage from user perspective<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>On the email entity form the default template and signature buttons have been replaced by a new Email Template button where the user can select an email template.<\/li>\n<\/ul>\n\n\n\n<p><strong>Some example placeholders:<\/strong><\/p>\n\n\n\n<p>To get the firstname of the contact recipient (to) with alternate text Mr\/Ms:<\/p>\n\n\n\n<p>{!contact@to:firstname;Mr\/Ms} or when using Freemarker: ${To.contact.firstname!&#8221;Mr\/Ms&#8221;}<\/p>\n\n\n\n<p>To get the name of the sender (from) without alternate text:<\/p>\n\n\n\n<p>{!systemuser@from:fullname;} or when using Freemarker: ${From.systemuser.fullname}<\/p>\n\n\n\n<p>To get the parent account name of the recipient (to) without alternate text:<\/p>\n\n\n\n<p>{!contact@to:parentcustomerid.name;} or when using Freemarker: ${To.contact.parentcustomerid.account.name;}<\/p>\n\n\n\n<p>To get information from the regarding object:<\/p>\n\n\n\n<p>{!quote@regarding:parentopportunityid.name;}  or when using Freemarker:  ${Regarding.quote.parentopportunityid.opportunity.name}<\/p>\n\n\n\n<p><strong>Available build-in placeholders (only if editor type is Default<\/strong>)<strong>:<\/strong><\/p>\n\n\n\n<p>current datetime (now):<\/p>\n\n\n\n<p>{!buildin:now;dd-MM-yyyy HH:mm:ss;} or when using Freemarker: ${.now?dd-MM-yyyy HH:mm:ss;}<\/p>\n\n\n\n<p><strong>Parameters placeholders (only if template is used from a flow):<\/strong><\/p>\n\n\n\n<p>{!parameters:test1;} or when using Freemarker: ${Parameters.test1;}<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Benefits: Installation: Usage from template customizer: Note: only the first party in the to and regardingobject fields on the email entity can be used as placeholder to retrieve data. Usage from user perspective Some example placeholders: To get the firstname of the contact recipient (to) with alternate text Mr\/Ms: {!contact@to:firstname;Mr\/Ms} or when using Freemarker: ${To.contact.firstname!&#8221;Mr\/Ms&#8221;} [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-329","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/kb.ctse.nl\/index.php?rest_route=\/wp\/v2\/pages\/329","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/kb.ctse.nl\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/kb.ctse.nl\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/kb.ctse.nl\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/kb.ctse.nl\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=329"}],"version-history":[{"count":28,"href":"https:\/\/kb.ctse.nl\/index.php?rest_route=\/wp\/v2\/pages\/329\/revisions"}],"predecessor-version":[{"id":626,"href":"https:\/\/kb.ctse.nl\/index.php?rest_route=\/wp\/v2\/pages\/329\/revisions\/626"}],"wp:attachment":[{"href":"https:\/\/kb.ctse.nl\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=329"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}