HTML Acknowledgment Template - Pulling Constituent Recognition Names/Custom Attributes

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

Parents
  • 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

Reply
  • 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

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