HTML Acknowledgment Template - Pulling Constituent Recognition Names/Custom Attributes

Zachary Little $organization over 2 years ago

Hi All,

I'm looking to create a new HTML Template for gift acknowledgments and have it mostly written up but I could use some help.

We would like to include the recognition name for the customer in the email but I cant find an @Model option that can be used for this.

We recently transferred from RE to Tess so currently out recognitions are housed in the attributes areas its specifically called Credit Listing/Luncheon. Does anyone have any idea how I might be able to pull this information automatically into an HTML Template? If there is anywhere else people might think that I can cross post this please let me know.

Please let me know if you need additional information.

Thanks,

Zach

Ryan Mauldin $organization over 2 years ago

Hi Zach,

You should be able to get it from the Attributes resource using the attribute keyword id from T_KEYWORD along with the constituent id.

Just the basic logic below, probably not how you'd want to organize it. But I tested and was able to get the value from that resource.

Replace keywordId with the id for your Credit Listing entry in the keyword table.

@{
    var custNum = Model.OrderProductView.Constituent.Id;
    var attrURL = String.Format("CRM/Attributes?constituentId={0}", @custNum);
    var keywordId = 332;
    var attrs = Model.RestClient
        .AtUrl(attrURL)
        .WithContentType(ContentType.Json)
        .Get<List<Tessitura.Service.Client.CRM.Attribute>>()
        .ResponseObject;
    var creditListing = attrs
        .Where(x => x.Keyword.Id == keywordId)
        .Select(x => x.Value)
        .First();
}

<p>@creditListing</p>

Best,

Ryan