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I've got a dilemma. I've got a Microsoft Flow that automatically changes the email status depending on whether emails in the timeline are incoming or outgoing. The problem is that I've also got a confirmation auto-reply email which sends whenever a new case is created. This is always an outgoing email regarding the case and skews the status as auto-reply emails shouldn't count.
So I basically then tried to add in a two option field on the email itself confirming whether this email is a confirmation email or not. The problem is that in a workflow, when I go and try to send a email using a template. It has the template selection screen but I can't see any of the custom fields I've created on the email entity itself so that won't work.
I then thought that perhaps in the email activity itself which was sent by a template, it would store the template ID somewhere on the email record but I can't seem to see anything that references this.
All I'm after to be honest is just a method to identify whether the email created is a confirmation auto-reply email or not and hence not change the regarding case's status.
So I found there's a "_templateid_value" data. Not sure if this references the template ID from which the email was sent but it seems to be null even though the email was sent from a email template using a workflow.
I don't think the template gets captured anywhere, just pulls the content in before you hit save/send.
If all you need to do is exclude items that you have generated via a Workflow or flow, then as part of that workflow you could populate the Category or Sub-category (existing) fields on the email record e.g. put the word "Autoreply" in the Category field - then you have a value that you can use to exclude from other processing.
Thanks for the suggestion. The problem is that when you try to send a email using a template in a workflow it loses most of the fields available on the email record. For example below is all you're given if you select the send email using template option in a workflow.
You can see that all it gives you as a option is to select the template, set who the email is coming from, who it's going to, cc, bcc, regarding, attachment and duration. All the other fields or custom fields that you may add to the email entity is not available for selection from a template.
So I went with using the Duration field to do what I need to do. Basically I set that 3 days is the flag that identifies the email as a confirmation email and not an actual outgoing piece of communication from a user as the custom field I've created on the email isn't available to change when using a template.
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