Customize Proposal mail mergefields: special.candidateTable & special.candidateCards

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Within email templates of the type Lightning Proposal E-mail and Lightning link proposal email we already have the option to use the merge fields special.candidateCards and special.candidateTable as part of the lightning proposal wizard.

In version 21 we have added the option to customize these merge fields per template. Use of it is optional, no mergepart has any data it will still use the old version of the merge field.

Note: using this option requires good knowledge of both HTML, CSS and more importantly the limitations of mail clients used by the receiver of the email !  ( Premium tools exist to help with the latter part, e.g. litmus.com

 

Customizing a merge field

To customize these merge fields go the email template you want to change. 
Connexys Setup > Email templates > Lightning Proposal E-mail / Lightning link proposal email

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Below the template  you can see the + that allows you to reveal the merge parts.

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The mergeparts contain HTML, but also mergefields and other mergeparts. 
Mergeparts will be replaced by the code on runtime, in some cases it will repeat the containing code multiple times based on e.g. the amount of candidates, fields or documents.

The mergeparts will assume that base structure remains the same (e.g. special.candidateTable will assume a table structure), deferring from this might lead to unexpected results. There for it is safest to start with the example code below and change/style from there.

Below the mergeparts is a preview containing some dummy data to give an indication how the resulting mergefield will look.

Please do keep in mind that if your preview looks good in a browser, the result may still look very different in the different mail clients ! There it is safest to use "ancient" html and inline styling only.

 

Mergefields for candidate data

Both candidateCards and CandidateTable accept the following mergefields.

MergeField Allowed in mergePart Value
{!candidateLink} mfCandidate, mfFirstField, mfTD, mfRepeatField Field value with a link to the proposal portal of the current candidate. If there is no link available it will contain just the value of the field.
{!fieldName} mfFirstField, mfRepeatField, mfTHFirst, mfTH The label of the field
{!candidateValue} mfFirstField, mfRepeatField, mfTHFirst, mfTH The value of the field for the current candidate
{!documentLabel} mfDocuments (cards only), mfDocumentField The custom label OpenProposal_tableDocuments
{!mailIconUrl} mfDocuments A public link to the static resource mailDocumentIcon. (site url comes from application settings)
{!documentURL} mfDocuments A public link to the document
{!documentType} mfDocuments The type of the document (e.g. CV, Letter)

 

All the mergeparts available on candidateCards (with an example)

special.candidateCards The mergefield as used on the email template
mfCandidate
mfCandidate Repeating mergepart that will contain the below code for each candidate available
<table cellspacing="10" cellpadding="0" style="background-color:#f4f6f9;width:590px">
<tbody>
mfFirstField
mfRepeatField
mfDocumentField
</tbody>
</table>
mfFirstField Non-repeating mergepart used for the first of the available fields
<tr>
<th colspan="1" rowspan="1" valign="top" style="text-align:left;color:#54698d;font-weight:normal">
{!fieldName}</th>
<td colspan="1" rowspan="1" valign="top" style="color:#54698d;width:100%">{!candidateLink}</td>
</tr>
<tr>
<td colspan="5" rowspan="1">
<div style="background-color:#d8e3f1;height:1px">
</div>
</td>
</tr>
mfRepeatField Repeating mergepart that will contain the below code for each field
<tr>
<th colspan="1" rowspan="1" valign="top" style="text-align:left;color:#54698d;font-weight:normal">
{!fieldName}</th>
<td colspan="1" rowspan="1" valign="top" style="color:#54698d;width:100%">{!candidateValue}</td>
</tr>
<tr>
<td colspan="5" rowspan="1">
<div style="background-color:#d8e3f1;height:1px">
</div>
</td>
</tr>
mfDocumentField Non-repeating mergepart that contains all the documents (hidden if no documents available)
<tr>
<th colspan="1" rowspan="1" style="text-align:left;color:#54698d;font-weight:normal">{!documentLabel}</th>
<td colspan="1" rowspan="1" valign="top" style="color:#54698d;width:100%">
mfDocuments
</td>
</tr>
mfDocuments Repeating mergepart that will contain the below code for each document
<div>
<a style="color:#54698d" href="{!documentURL}" target="_blank">
<img src="{!mailIconUrl}">
</a>
<span style="font-size:100%;display:inline;width:auto;text-align:left;white-space:nowrap;margin-left:10px">
<a style="color:#54698d" href="{!documentURL}">{!documentType}</a>
</span>
</div>

 

All the mergeparts available on candidateTable (with an example)

special.candidateTable The mergefield as used on the email template
<table style="background-color:#f4f6f9;width:600px" cellspacing="0" cellpadding="5">
<thead>
<tr>
mfTHFirst
mfTH
mfDocumentTH
</tr>
</thead>
<tbody>
mfCandidate
</tbody>
</table>
mfCandidate Repeating mergepart that will contain the below code for each candidate available
mfRowSeperator
<tr>
<td colspan="1" rowspan="1" valign="top" style="color:#54698d">{!candidateLink}</td>
mfTD
<td colspan="1" rowspan="1" valign="top" style="color:#54698d">mfDocuments</td>
</tr>
mfRowSeperator A mergepart without any mergefields that can be used as a seperator between candidates
<tr>
<td colspan="10" rowspan="1">
<div style="background-color:#d8e3f1;height:1px"></div>
</td>
</tr>
mfTHFirst Non-repeating mergepart used for the first header of the available fields
<th colspan="1" rowspan="1" valign="top" style="text-align:left;color:#54698d;font-weight:normal">
{!fieldName}
</th>
mfTH Repeating mergepart containing the table header for each field
<th colspan="1" rowspan="1" valign="top" style="text-align:left;color:#54698d;font-weight:normal">
{!fieldName}
</th>
mfDocumentTH Non-repeating mergepart containing the table header for the document column
<th colspan="1" rowspan="1" valign="top" style="text-align:left;color:#54698d;font-weight:normal">
{!documentLabel}
</th>
mfTD Repeating mergepart containing the value for each field
<td colspan="1" rowspan="1" valign="top" style="color:#54698d">
{!candidateValue}
</td>
mfDocuments Repeating mergepart containing the available documents
<div>
<div>
<a style="color:#54698d" href="{!documentURL}" target="_blank">
<img style="font-size:75%;display:block;width:24px;text-align:center;white-space:nowrap" src="{!mailIconUrl}">
</a>
</div>
<span style="color:#54698d;font-size:75%;display:inline-block;width:24px;text-align:center;white-space:nowrap">
<a style="color:#54698d" href="{!documentURL}" target="_blank">{!documentType}</a>
</span>
</div>

 

 

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