Javascript to set email "To" field to case customer

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Posted on by lawilliams713

Hello. I am looking for some help with a JS web resource i am trying to create. My client wants the "To" field on the email form to be set to the Regarding Case customer. I understand that if they hit reply it will do this automatically but sometimes that reply "To" is a general support email and they end up sending a response to themselves. They were hoping this could just be set much like we did with the Case title for the subject line. I have included that code below. I wasn't sure if it could be used as a base to update the "To".

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lawilliams713 45 on at

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The post submitted before I was finished. Below is the code I was referencing.

function emailFromCase(executionContext)

{

var formContext = executionContext.getFormContext();

var CREATEDON = 1;

var formType =formContext.ui.getFormType();

if (formType == CREATEDON)

{

regardingOnchange(executionContext);

}

}

function regardingOnchange(executionContext)

{

var formContext = executionContext.getFormContext();

if (formContext.data.entity.attributes.get("regardingobjectid").getValue() != null)

{

var regarding = formContext.data.entity.attributes.get("regardingobjectid").getValue()[0].entityType;

var id = formContext.data.entity.attributes.get("regardingobjectid").getValue()[0].id;

var guid = id.replace(/{/g, "").replace(/}/g, "");

if (regarding != null && guid != null)

{

if (regarding == "incident")

{

getCaseDetails(executionContext,guid);

}

}

}

}

function getCaseDetails(executionContext,recordId)

{

// alert(recordId);

var formContext = executionContext.getFormContext();

var serverUrl = formContext.context.getClientUrl();

var result;

var oDataEndpointUrl = serverUrl + "/api/data/v9.2/incidents?$select=title,ticketnumber&$filter=incidentid eq " + recordId + "";

//alert(oDataEndpointUrl);

var service = new XMLHttpRequest();

service.open("GET", oDataEndpointUrl, true);

service.setRequestHeader("OData-MaxVersion", "4.0");

service.setRequestHeader("OData-Version", "4.0");

service.setRequestHeader("Accept", "application/json");

service.setRequestHeader("Content-Type", "application/json;charset=utf-8");

service.setRequestHeader("Prefer", "odata.include-annotations=\"OData.Community.Display.V1.FormattedValue\"");

service.setRequestHeader("Prefer", "odata.maxpagesize=50");

service.onreadystatechange = function ()

{

if (service.readyState == 4)

{

service.onreadystatechange = null;

if (service.status == 200)

{

var requestResults = JSON.parse(this.response);

if (requestResults != null && requestResults.value.length > 0)

{

for (var i = 0; i < requestResults.value.length; i++)

{

var caseName = requestResults.value[i]["title"];

var caseNumber = requestResults.value[i]["ticketnumber"];

var subj = caseName + " - " + caseNumber;

}

//alert(subj);

formContext.getAttribute("subject").setValue(subj);

}

}

}

}

service.send();

}

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Bipin D365 28,983 Moderator on at

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Hello,

You need to select Customer field in select query where you are fetching title & ticketnumber field. Then use below code to set TO field value

function setToPartyList(fieldName, id, name, entityType) {

var party = Xrm.Page.getAttribute(fieldName);

// Create new array

var partlist = new Array();

partlist[0] = new Object();

partlist[0].id = id;

partlist[0].name = name;

partlist[0].entityType = entityType;

// Set array value

party.setValue(partlist);

};

Field Name should be Email To field schema name

ID - Customer record GUID

Name - Customer Record Name

entityType - Custom Record Entity Type which is account I believe

Please mark my answer verified if this is helpful!

Regards,

Bipin Kumar

Follow my Blog: xrmdynamicscrm.wordpress.com/

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lawilliams713 45 on at

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Hi Bipin,

Thank you for your response. Is there any way you could put it all together for me? I've tried it a few ways based on your message but I haven't gotten it to work yet. I'm not a technical developer so trying to get this without exact guidance is a little out of my wheelhouse. I really appreciate your assistance!

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Community Member on at

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Hi lawilliams713,

Here is my solution to solve the case.

Step 1: Create a new web resource.

Step 2: Enter JS code.

JS code:

function UpdateToField(executionContext) {

    debugger;

    var formContext = executionContext.getFormContext();

    var lookup = formContext.getAttribute("regardingobjectid").getValue(); // case lookup on email form

    if(lookup != null){

        var newid = lookup[0].id.slice(1, -1);

var req = new XMLHttpRequest();

req.open("GET", Xrm.Page.context.getClientUrl() + "/api/data/v9.1/incidents(" + newid + ")", true);

req.setRequestHeader("OData-MaxVersion", "4.0");

req.setRequestHeader("OData-Version", "4.0");

req.setRequestHeader("Accept", "application/json");

req.setRequestHeader("Content-Type", "application/json; charset=utf-8");

req.setRequestHeader("Prefer", "odata.include-annotations=\"*\"");

req.setRequestHeader("Prefer", "odata.maxpagesize=50");

req.onreadystatechange = function() {

    if (this.readyState === 4) {

        req.onreadystatechange = null;

        if (this.status === 200) {

            var result = JSON.parse(this.response);

            console.log(result);

            var title = result["title"];

            var ticketnumber = result["ticketnumber"];

            var subj = title + " - " + ticketnumber;

            var _customerid_value = result["_customerid_value"];//id

            var _customerid_value_formatted = result["_customerid_value@OData.Community.Display.V1.FormattedValue"];//name

            var _customerid_value_lookuplogicalname = result["_customerid_value@Microsoft.Dynamics.CRM.lookuplogicalname"];//entity type

            if (_customerid_value != null) {

                var value = new Array();

                value[0] = new Object();

                value[0].id = _customerid_value;

                value[0].name = _customerid_value_formatted;

                value[0].entityType = _customerid_value_lookuplogicalname;

                formContext.getAttribute("to").setValue(value); //set the lookup value finally

                formContext.getAttribute("subject").setValue(subj);

            }

            else

            alert("regarding is null");

        } else {

            Xrm.Utility.alertDialog(this.statusText);

        }

    }

};

req.send();

}

}

Step 3: Save and publish.

Step 4: Navigate to Customization > Customize the system > Entity > Email > Forms.

Step 5: Open the Email form, double-click Regarding, and then navigate to the Events tab. Add the web resource you created.

Step 6: Then save and publish.

Test:

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lawilliams713 45 on at

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Leah, you are a beautiful human! Once again you've nailed it! It worked perfectly and thank you so much for combining the two processes.

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