Redrock: Redrock moved page TracCloud: Email Template SAGE to TracCloud: SAGE Email Example

2026-04-06T17:45:06Z

Redrock moved page TracCloud: SAGE Email Example to TracCloud: SAGE Email Example

← Older revision	Revision as of 17:45, 6 April 2026
(No difference)

Redrock at 16:49, 19 March 2026

2026-03-19T16:49:52Z

← Older revision		Revision as of 16:49, 19 March 2026
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	<div class="tcWidgetPage">		<div class="tcWidgetPage">
	<syntaxhighlight lang="twig">		<syntaxhighlight lang="twig" copy>
	{# Choose fields to include #}		{# Choose fields to include #}
	{% set includeReasons = true %}		{% set includeReasons = true %}

Redrock: Created page with "
{# Choose fields to include #} {% set includeReasons = true %} {% set includeRecommendations = true %} {% set showRsnRecLabels = false %} {% set includeActions = true %} {% set includeNotes = true %} {% set includeAdditionalNotes = true %} {# Do you want to link this referral to the student's assigned advisor? Change cf_1 to your assigned advisor email field #} {% if false %} {% set staffSeq = getRecordFieldDa..."

2026-03-19T16:47:57Z

Created page with "<div class="tcWidgetPage"> <syntaxhighlight lang="twig"> {# Choose fields to include #} {% set includeReasons = true %} {% set includeRecommendations = true %} {% set showRsnRecLabels = false %} {% set includeActions = true %} {% set includeNotes = true %} {% set includeAdditionalNotes = true %} {# Do you want to link this referral to the student's assigned advisor? Change cf_1 to your assigned advisor email field #} {% if false %} {% set staffSeq = getRecordFieldDa..."

New page

<div class="tcWidgetPage">
<syntaxhighlight lang="twig">
{# Choose fields to include #}
{% set includeReasons = true %}
{% set includeRecommendations = true %}
{% set showRsnRecLabels = false %}
{% set includeActions = true %}
{% set includeNotes = true %}
{% set includeAdditionalNotes = true %}

{# Do you want to link this referral to the student's assigned advisor? Change cf_1 to your assigned advisor email field #}
{% if false %}
{% set staffSeq = getRecordFieldData('Staff','Email', Student.CustomData.cf_1,'Sequence') %}
{{ setResultActions('AssignConsultant', staffSeq) }}
{% endif %}

{# Who should this email be directed to? Student.First_Name, Faculty.FirstName, Consultant.First_Name, or write it in #}
{% set first = Student.First_Name %}

{# Optionally set a condition for when this email should send #}
{% if true %}
{# This email will be sent #}
{% else %}
#ACTION:DO NOT SEND#
{% endif %}

{# ------------------------------------------------- #}

Dear {{first}}, 

{% if Referral.Processed %}
This {{ReferralType.Name}} for {{Student.Full_Name2}} ({{Student.ID}}) has been processed by {{Referral.ProcessedBy}} on {{Referral.ProcessedDT|date("m/d/Y")}}. Here are the details of this referral: 
{% elseif Referral.FollowedUp %}
This {{ReferralType.Name}} for {{Student.Full_Name2}} ({{Student.ID}}) has been followed-up on by {{Referral.FollowUpBy}} on {{Referral.FollowedUpDT|date("m/d/Y")}}. Here are the details of this referral: 
{% else %}
This {{ReferralType.Name}} for {{Student.Full_Name2}} ({{Student.ID}}) has been created by {{Referral.CreatedBy}} on {{Referral.CreatedDT|date("m/d/Y")}}. Here are the details of this referral: 
{% endif %}

{% if Course.Subject %}
Subject: {{Course.SubjectCourse}} {{Section.Code}} {% if Faculty.SalutationFullName %}({{Faculty.SalutationFullName}}){% endif %} 
{% endif %}

{% if Consultant.FirstLast %}
Consultant: {{Consultant.FirstLast}} 
{% endif %}

{% if Referral.NotesInstrData and includeNotes %}
Notes: {{Referral.NotesInstrData}} 
{% endif %}

{% if Referral.AdditionalNotes and includeAdditionalNotes %}
Additional Notes: {{Referral.AdditionalNotes}} 
{% endif %}

{# Example for custom questions
The answer to {{Questions.CODE}} was {{Answers.CODE}}
#}

 

{% if includeReasons and Reasons %}
The reasons for this referral are:
<ul>
{% if showRsnRecLabels %}
{% for key,value in ReasonsAndLabels %}
<li>{{ value }}</li>
{% endfor %}
{% else %}
{% for key,value in Reasons %}
<li>{{ value }}</li>
{% endfor %}
{% endif %}
</ul>
{% endif %}

{% if includeRecommendations and Recommendations %}
The recommendations for this referral are:
<ul>
{% if showRsnRecLabels %}
{% for key,value in RecommendationsAndLabels %}
<li>{{ value }}</li>
{% endfor %} 
{% else %}
{% for key,value in Recommendations %}
<li>{{ value }}</li>
{% endfor %}
{% endif %}
</ul>
{% endif %}

{% if includeActions and Referral.CustomData.completedActions %}
These actions have been completed so far:
<ul>
{% for actions in Referral.CustomData.completedActions %}
<li>{{actions.who}} completed action "{{actions.name}}" on {{actions.date}}{% if actions.notes %}: {{actions.notes}}{% else %}.{% endif %}</li>
{% endfor %}
</ul>
{% endif %}

Thank you.
</syntaxhighlight>
</div>

TracCloud: SAGE Email Example - Revision history

Redrock: Redrock moved page TracCloud: Email Template SAGE to TracCloud: SAGE Email Example

Redrock at 16:49, 19 March 2026