The system will not let me reply or comment on my previous thread (it just shows an error message), so here goes again!!!

Hello,

From me:  Email templates allow us to send email from the record owner, but don't allow us to use custom functions to create the content of the email.

> From zoho support:  Also we can add merge fields using custom function in the email templates and send those templates via email.

Ideally, I will be using a workflow.

I've taken a quick look at this but I'm still having issues:

1) I'm creating an html table of data for each "potential", showing related date i.e. quotes sent. This table is different for each user. The surrounding text in the email template i.e. hello, and the user signature are the same. My custom function works fine for generating this data for each potential.

2) I could write the output from a custom function into a new textfield (called "email data") in the potential record (this would be my merge field).

Issue 1: How do I display the html held in the text field in an email template please? As a test is I add "<strong>Test Message</strong>" in the merge field, it simply displays it as ""<strong>Test Message</strong>" and does not take into account the html tags?

Issue 2: To get the latest quotes data, I will need to fill the merge field "email data" just before sending the email. Can I do this from a single workflow. e.g.

1) Workflow starts.

2) Run script to fill "email data" merge field

3) Send Email, including html merge field

4) For robustness, clear "email data"

Is this possible please?

Am I missing something here?

Thanks