This video provides a comprehensive explanation of the Email Merge Field extension pack, a standardized add-on available in the CyberGrants platform from Bonterra. The extension enables administrators to incorporate custom fields dynamically into standard email events and eSignature documents, enhancing communication with grantees and other stakeholders. The functionality supports various custom field types, including date fields, yes/no fields, number fields, currency fields, paragraph fields, text fields, and multi/single-select fields, all of which can be sourced from organization tables, request tables, or EG request tables (for email events only).
The Email Merge Field extension comes with specific parameters and limitations to ensure system stability and performance. Administrators can implement up to five standard emails or eSignature documents with up to ten merge fields total. The extension utilizes standard tables rather than customization tables and displays direct field values without manipulations, concatenations, or conditional logic. It's important to note that if a merge field is needed in both an email event and an eSignature document, it counts as two separate implementation requests, and UI display changes are not included in this extension's scope.
After watching this video, several key actions should be taken to implement the Email Merge Field extension effectively. First, determine which specific field types will be needed and identify which email events will require merge fields. Stay actively involved in the User Acceptance Testing (UAT) process, as implementation in production requires full approval. Finally, reach out to your Business Analyst to discuss implementing this extension, including considerations for ongoing management and governance. Remember that any changes to approved functionality may result in additional costs and timeline adjustments, so thorough planning is essential. If you are interested in adding this extension pack to your CyberGrants implementation or have any further questions after viewing this video, please contact your assigned Project Manager.
