Common:Finding Related-Record Variables

Related Object variables are found using the Template Variable Tool.

Here, in the Email Template for Claims, the related ClaimItems object is being chosen from the category list:

Within that group, the Item Name field is listed, along with other fields in the ClaimITems object. Once selected, the variable name appears in the Variable area, along with the loop it needs to be surrounded by for processing:

#foreach( $ClaimItems_record in $ClaimItems ) $ClaimItems_record.item_name #end

If a loop already exists, you would use only the variable name part:

$ClaimItems_record.item_name

Note: For a many-to-many relationship like one between Claims and Tags, the variable looks like this: $Claims_Tags_record.related_to_Tags.tag_name where: $Claims_Tags is the Junction Object that produces the many-to-many relationship related_to_Tags is the name of the Lookup field in the Junction Object that references a Tags record tag_name is the field to display The "dot" separator (.) joins each of the segments in the variable name