XRM-OSS / Xrm-Html-Templating

Custom XRM HTML Template Editor
MIT License
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User Email Signature shown on top of the generated Email #38

Open mjandal opened 1 month ago

mjandal commented 1 month ago

Hi,

We have used this tool intensively, thanks for the great work!

A recent issue showed up when users decided to use their CRM Email Signatures together with the generated email. The result will end up showing the email signature on top, and then the rendered content of the email template in a following row section.

image

Is there a way to configure this properly to work together with personal signatures?

Regards

DigitalFlow commented 1 month ago

Hi @mjandal,

thanks for using XTL :)

Do you want to include E-Mail signatures every time or just on demand? If you want to do it every time, we could create a XTL expression that fetches the user's personal signature and puts it into the email template.

That way users would not have to add the signature themselves and it could be placed where you want in the template. Would that be a satisfying solution?

Kind regards Florian

mjandal commented 1 month ago

@DigitalFlow Thanks for your quick response!

I think it is an on demand case. We normally have a shared signature for a whole business unit. But some users sometimes prefer using a specific template with their personal signatures.

So mainly, the email signature should be part of the template itself! Ok then i will try this out.

Thanks & Regards

DigitalFlow commented 1 week ago

Hi @mjandal,

did you succeed? Is any further help needed?

Kind regards, Florian

mjandal commented 1 week ago

Hi @DigitalFlow . Thanks for catching up!

I think the last thing i found was that we would have to fetch the User's Signature and include it within the template in a properly formatted way.

However, something very interesting i found too, if the user decides to have one of his signatures as "Default", this will still show up in the email always!

image

So far we are good with the approach to not have users select this value. I would be interested to know if you have a better approach where even the "Default" signature can be included "inside" the template ;) for now we are good.

Thanks and regards!