Forum Post: RE: How to Create Email template based on created by date and Created by Referral...

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makumar

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Hi Sudhakar, Could you please refer to the Rollbase in Action documentation. 1. 'Chapter 6:Server-Side Code: Templates, Formulas and the Rollbase Query API." for adding the data dynamically into the email template. 2. "Chapter 10: Workflow and Triggers" and 'Trigger Type' section as the mail needs to be sent daily you can probably use this. Regards, Mani.

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