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We have  a workflow setup that will send an email when a quote matching certain critera set.  In the email template that sends it we have the merge field {!Quote.Link} so the recipient can click, but then they invariably quick to get to the opportunity.

 

Is there a way I can just provide the opportunity link?  I've tried {!Quote.Opportunity.Link} etc. but even {!Quote.Opportunity.Name} won't work - they just come up blank.
2 respuestas
  1. 21 nov 2014, 10:38
    I am guessing you'll have to create a Formula Field on the Quote object and then use that on the Email Template like as below:

     

    Formula Field Label: Opportunity Link

     

    Formula Field Return Type: TEXT

     

    Formula

    :

    HYPERLINK(

    LEFT($Api.Enterprise_Server_URL_320, FIND('/services', $Api.Enterprise_Server_URL_320)) & OpportunityId,

    LEFT($Api.Enterprise_Server_URL_320, FIND('/services', $Api.Enterprise_Server_URL_320)) & OpportunityId,

    '_blank'

    )

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