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Regular Contributor
BillyD
Posts: 20
Accepted Solution

Account Receivable Balances - How to supress certain fields in Email Template

We have an import that updates the outstanding balances (AR) for accounts that are in our system and we have the following fields:

- 0 to 30

- 31 to 60

- 61 to 90

- Over 90

 

We are looking to create an email invoice using the templates, but we do not want to list each of these fields on the template if the value of the field is equal to 0.

 

So within the template an account may have a balance in the 0-30 and in the 61 to 90, and when we are creating the template we need to map each of the fields in the template, but only want those that do not equal 0 to appear.

 

Is this possible in the email templates or is there another way that this can be done to achieve the results we are looking for?

Trusted Contributor
mm123
Posts: 276

Re: Account Receivable Balances - How to supress certain fields in Email Template

Please drop an email to discuss the solution.

 

MV

nj.tech@hotmail.com

Regular Contributor
sf11
Posts: 24

Re: Account Receivable Balances - How to supress certain fields in Email Template

You may use Visualforce email template and render the account balance fields only if it's greater than 0.

 

I don't think you can simply manipulate the fields visibility in a simple HTML/Text email template .

Regular Contributor
BillyD
Posts: 20

Re: Account Receivable Balances - How to supress certain fields in Email Template

Thanks for your comments, we actually ended up modifying the template structure to allow us to display the data in a way that worked for us.

 

Nothing really special, but it now works for my client.