Dynamics Community Forum Thread Details

Open custom email template from BPF stage based on option selection

Hello,

i am looking to open custom email template from Business process flow. i have a stage where Take action field has options set, when they select "Pending for Additional info" it will open custom email template and allow users to update the template if they want to. is it possible to open the Template in another window or as modal dialog? please suggest best way to achieve.

Thanks

Hi,

This can be achieved by registering a custom JavaScript on the On Change event of the option set field.

Add an option set field to the form that contains the option /Pending for Additional info/.

The code is below.

function onchange(executionContext){
    var formContext = executionContext.getFormContext();
    //Gets the option set field value.
    var optionsetValue = formContext.getAttribute("cr0d6_customchoices").getValue();
    //If 1 (Pending for Additional info), a new email template record is opened in a dialog.
    if(optionsetValue==1){
        var pageInput={
            pageType: "entityrecord",
            entityName: "template",
        };
        var navigationOptions={
            //Open in dialog
            target:2
        };
        Xrm.Navigation.navigateTo(pageInput,navigationOptions);
    }
}

If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
If you have further questions, please feel free to contact me .

Best Regards,
Dengliang Li

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