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dynamics

Posted on by 5

Hi, 

On assigning a appointment to other user, an email is being triggered through workflow. 

In my email template i am trying to pass appointment field values dynamically, mail is triggered to the contact but values are not populated dynamically. Can anyone please help me in this issue. 

  • Suggested answer
    ba365guy Profile Picture
    ba365guy 2,946 on at
    RE: dynamics

    Hi

    Do not use email template. Use create email option in the workflow step and add the dynamics information in the email. This will work. 

  • LuHao Profile Picture
    LuHao 40,872 on at
    RE: dynamics

    Hi Dudekula,

    Please note that in the global email template, only dynamics fields of the User entity can be added, not the appointment entity.

    pastedimage1576488327936v1.png

    Therefore, {!appointment:location;}will naturally not work.

    So we have to give up using email template in the workflow but create new message.

    pastedimage1576488606703v2.png

    Copy the contents of the template you would like to use to the email editor.

    Then you will successfully add dynamics fields values.

    pastedimage1576488777470v3.png

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: dynamics

    I have created global email template and I am trying to get values of appointment entity Location field values dynamically in my email template.

    I have used below formula but still i am not able to get values dynamically on triggering of WF.

    There is no issue in the workflow, workflow triggers successfully and email also gets triggered to the contact, but dynamic values i am passing through below formula are not being populated.

    {!appointment:location;}

  • erhan.keskin Profile Picture
    erhan.keskin 2,247 on at
    RE: dynamics

    I have tried a similar scenario, got "can't instantiate template" error. Is this error you are facing?

    What entity you select for Use Template step?

  • DA-07080757-0 Profile Picture
    DA-07080757-0 5 on at
    RE: dynamics

    I have created global email template and I am trying to get values appointment entity Location field value dynamically in my email template.

    I have used below formula but still i am not able to get values dynamically on triggering of WF.

    {!appointment:location;}

  • DA-07080757-0 Profile Picture
    DA-07080757-0 5 on at
    RE: dynamics

    It is not designing issue of WF. I am not able to get values dynamically in email template.

  • erhan.keskin Profile Picture
    erhan.keskin 2,247 on at
    RE: dynamics

    Hi,

    Is this a designing issue of a WF or runtime issue?

    What is the entity of the WF?

    Regards,

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