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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / To customize the dynam...
Finance | Project Operations, Human Resources, ...
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To customize the dynamic email's subject and content in workflow

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Posted on by J_Lee 167
I have faced an issue that the email's subject and content is dynamic in workflow.
 
1. if the checkbox field, for example, urgency, is turned 'Yes', the mail notification in workflow will be
 
subject: (Urgent) xxxx
Content: It is in urgency....
 
Otherwise,
subject: xxxxx
Content: .....
 
Does the email notification have IF function in workflow?  for example: IF(%Urgent% ="Yes, "(Urgent)", "") xxxxx
Categories:
Dynamics 365 Finance
  • Suggested answer
    Alireza Eshaghzadeh Profile Picture
    Alireza Eshaghzadeh 13,062 Super User 2024 Season 2 on at
    To customize the dynamic email's subject and content in workflow
    Hi,
    I agree with André that this requirement needs to be addressed through customization. As mentioned, you can achieve this by extending the workflow class
  • J_Lee Profile Picture
    J_Lee 167 on at
    To customize the dynamic email's subject and content in workflow
    May i know what the virtual field is? Is it the field in data entity?
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,642 Super User 2024 Season 2 on at
    To customize the dynamic email's subject and content in workflow
    HI J Lee,
     
    Out of the box there is no option to use e.g. functions or expressions. To avoid too many conditions in your flow, you can consider creating a virtual field that will be exposed by the workflow class. This is like a display method. In this method you can write all logic or load data from a configuration table to return an email subject.
  • J_Lee Profile Picture
    J_Lee 167 on at
    To customize the dynamic email's subject and content in workflow
    It will duplicate a lot of process boxes.
     
    Any flexible solutions?
  • Suggested answer
    Mohamed Amine Mahmoudi Profile Picture
    Mohamed Amine Mahmoudi 10,169 Super User 2024 Season 2 on at
    To customize the dynamic email's subject and content in workflow
    Hi @J_Lee,
     
    You need to use conditional descision in WF.
     
     
    Best regards,
    Mohamed Amine MAHMOUDI

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