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XRM-OSS / Xrm-Html-Templating

Custom XRM HTML Template Editor
MIT License
6 stars 3 forks source link

enhancement on templating #2

Closed luca0071 closed 4 years ago

luca0071 commented 5 years ago

Hi, there's two things that might be helpful to have on this awesome tool:

DigitalFlow commented 5 years ago

Hi @luca0071,

Thanks for getting in touch, I'm glad you like this tool. I was going to add some features in the near future, I'll check your requests as well.

Edit: I misread the issue project first and thought that this was an XTL issue, so please ignore the initial text of my response.

Kind Regards, Florian

DigitalFlow commented 5 years ago

@luca0071 Do you mean you need a lookup on the template entity, which points to the entity which you target with your emails? If yes then you could implement it per project using views, I don't think this should be part of the default solution.

Adding a control for selecting the correct fields is a task that I am planning as well.

luca0071 commented 5 years ago

Point one: defining a template for an entity might help filtering when selecting from the email; this way a standard user having filled out the regarding field would only find correct templates. This might be valid for language, so I know you added that feature to the template fields, but template text vary according to languages (same holds for standard CRM templates). That would increase adoption

luca0071 commented 5 years ago

Point two: adding the entity value to a template might help you create a entity fields list, this way adding fields to template will become easy ( only for those fields from main entity).

luca0071 commented 5 years ago

ciao. as u can see in the https://docs.unlayer.com/merge-tags/ link page, they provide usage for merge tags. they could be populated by field of the entity associated to the template, as i was writing before. did i make myself clear? grazie

DigitalFlow commented 5 years ago

Hi @luca0071,

Now I see, thanks for the link. That's a great thing, I'll implement it.

Kind Regards, Florian

luca0071 commented 5 years ago

Good. I’ll keep posting ideas. If I like them... one other thing would be introduce the language on the template as well. It might help on complex orgs.

Il giorno mar 27 nov 2018 alle 08:22 Florian Krönert < notifications@github.com> ha scritto:

Hi @luca0071 https://github.com/luca0071,

Now I see, thanks for the link. That's a great thing, I'll implement it.

Kind Regards, Florian

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DigitalFlow commented 4 years ago

Hi @luca0071,

Merge Tags have arrived in Release v1.3.0. There is now a new entity called XTL Snippets which can be built hierarchically. You can store XTL expressions in there and use them from the editor.

Some feedback would be appreciated.

Kind Regards, Florian

luca0071 commented 4 years ago

We’ll be testing it soon and let u know.

Il giorno lun 20 gen 2020 alle 11:13 Florian Krönert < notifications@github.com> ha scritto:

Closed #2 https://github.com/DigitalFlow/Xrm-Html-Templating/issues/2.

— You are receiving this because you were mentioned. Reply to this email directly, view it on GitHub https://github.com/DigitalFlow/Xrm-Html-Templating/issues/2?email_source=notifications&email_token=AEGBFTAJHAW5KYNQ54JWVALQ6V2MPA5CNFSM4GDBRMH2YY3PNVWWK3TUL52HS4DFWZEXG43VMVCXMZLOORHG65DJMZUWGYLUNFXW5KTDN5WW2ZLOORPWSZGOWCI5XLQ#event-2962348974, or unsubscribe https://github.com/notifications/unsubscribe-auth/AEGBFTB6M2QOXUQPYJWVRB3Q6V2MPANCNFSM4GDBRMHQ .

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luca0071 commented 4 years ago

Hi Florian, as always a good work. it's not exactly what i meant, but it's very helpful.