Benefits
Maximize the ability for the merchant to understand if the counter-party is signed up for E-Sign or if a physical contract needs to be printed and mailed.
Description
Now you have the ability to use SQL Query to go out to the database and retrieve "very specific fields" to place in the email body (based on whatever you would like to show in the email body).
Set-Up
Go to Maintenance > Email Form Maintenance > Select appropriate form type > Click Edit Email button.
There will be a unique section inside the Email Body .Htm file.
The unique section will begin with <!-- and end with -->
You will write your SQL statement in between the unique section <!-- SQL Statement --> . The Sql statement is the conjunctions of all values inside SQL_STATEMENT[ and ] pieces
Note: The SQL statements can be written into one piece or many pieces, as long as the conjunctions is a valid SQL statement.
The tokens to be replaced are in the format [%SYS_SQL_XXX%], where XXX's will be replaced by the SQL returned dataset field names (including aliases).
Example
<!-- The beginning of a section
SQL_STATEMENT[SELECT TOP 1 ]
SQL_STATEMENT[N04_CMNT_DESC_S AS SIGEMAIL,]
SQL_STATEMENT[N04_CMNT_NUM_S]
SQL_STATEMENT[FROM N04_CMNT]
SQL_STATEMENT[WHERE N04_NAM_ID_S = '[%SYS_Name_Id%]' AND N04_CMNT_NUM_S = 'SIG']
--> The end of a section
The source file:
SIG EMail: [%SYS_SQL_SIGEMAIL%]
SIG EMail TYPE: [%SYS_SQL_N04_CMNT_NUM_S%]
The updated/generated file piece:
SIG EMail: SigEmail@XXX.com
SIG EMail TYPE: SIG