Thanks for the response Mark.
I set up an Emails table with a Rich text field. This table will email a record to a client’s email address field each month requesting the person to click a link to edit the record in QB.
I want to be able to insert a few field values that should change depending on the date and the Related Client the email is being sent to. The fields are bolded in the attached image.
As I write this I’m thinking this could also be done in the HTML portion of the notification builder. But my goal was to give users who won't have access to the Notifications feature be able to edit the email in Rich text format.THANKS!
So there would be an override field and then a field to contain the calculated words for the first phase up to the [Billing Month].
if(trim([override words] <>"", [override words], "blah blah blah std words")
Then they may need to be able to override the phase after the [Billing month].
But if you are going to so that, I would take the [Billing Month] out of the middle of the phrasing and below the text I would say
[Std Words or override words]
Billing Month: [Billing Month]
So then the user can free form their override words and not have to contrive the words to fit with the [Billing Month] being in the middle of their paragraph.