conditional merge field from cross object on email template - Answers - Salesforce Trailblazer Community
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Gregory MARTINGregory MARTIN 

conditional merge field from cross object on email template

Hi,
I currently try to build an email template that will be executed from CASE.
I need to test condition from information of the person-account linked to my case.

I cannot add a formula field on Case object to copy my Person account field.
I need to do it directly on my email template.

I'm able to display a field from my account linked to my case:{!Account.Salutation}
I'm also able to test a field from Case:
{!IF(ISPICKVAL(Case.Retailer__c,"00003392"),"OK","NOK")}
But I cannot made a condition on the same field from the account linked to my case!!!!
{!IF(ISPICKVAL(Account.Salutation,"Mr"), "Value Mr found","NOK")}

Do you have an idea to solve my problem?

For reminder, this formula work from account object, but not from Case object...
Thanks for your support
EdEd (salesforce.com) 
Hi Gregory,

This is a limitation with the email template functionality. If you need to display a field in your email template from a parent object without the use of formula fields, you can create a process builder or workflow rule that updates the child record with a value coming from the parent record.

You may refer to this article for more information:
https://help.salesforce.com/articleView?id=000005093&language=en_US&type=1

Thanks!