I have done this for a custom entity that is a child of a primary (very similar to Quotes). I am able to create an email to send in workflow, however I am unable to include Company fields without getting an error (Access violation at address 1A91668A in module 'eware.dll'. Read of address 00000010).
I have tried adding a view named vSummaryBid to link the tables. My logic:
When I create an email template for Quotes, it is pulling from vSummaryQuote. The linked entity fields are not available in the 'Choose Field' drop-down, but I am able to send emails with Company fields included without error.
To me, the missing link is how to reference vSummaryBid with vsearchlistuser for email template data. Is this accurate? If so, how can this be done?
Any insight you have would be much appreciated.
Here is my notifications view:
CREATE VIEW vNotificationBids AS SELECT Bids.*, vPersonPE.*, vCompanyPE.*, Users.*, Escalations.*, Projects.* FROM Users
INNER JOIN Projects ON Proj_PrimaryUserID = User_UserID AND Proj_Deleted IS NULL
LEFT JOIN vPersonPE ON Proj_PersonID = Pers_PersonID AND Pers_Deleted IS NULL
LEFT JOIN vCompanyPE ON Proj_CompanyID = Comp_CompanyID AND Comp_Deleted IS NULL
INNER JOIN Bids ON Bids_ProjectsID = Proj_ProjectsID AND Bids_Deleted IS NULL
LEFT JOIN Escalations ON Bids_BidsID = Escl_RecordID AND Escl_TableID = 10241 AND Escl_Type IS NULL AND Escl_Deleted IS NULL
WHERE User_Deleted IS NULL
Thank you. Steph