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For cases, we do not use contacts, only accounts and have a field on the case form to capture an email address for the person raising the case called "preferred email".
By default the "to" field when sending an email is the account email address.Is it possible to configure with JavaScript so that when an agent sends an email from the case the "to" field is automatically populated with the email address from "preferred email" field on the case form?
Hi,
You can achieve your requirement with Pre-Operation plugin on Email Entity.
First check if Regarding field value is of type Case then fetch preferred email address from Case.
Once you have email address, use below code to set to activity party with that email address.
// Create a new unresolved activity party
Entity party2 = new Entity("activityparty");
party2["addressused"] = "unresolved@email.com";//Replace with preferred email address from Case
// Create a new EntityCollection and add the 2 parties
EntityCollection to = new EntityCollection();
to.Entities.Add(party2);
// Set an email with the EntityCollection
email["to"] = to;
email is plugin context target.
blog.magnetismsolutions.com/.../working-with-dynamics-crm-activity-party-lists-in-c--plugins
Hi @leah-ju1
Thank you for this the JS code example is very useful
However I wanted to see if the to field could be populated with just an email address value not a lookup. It is possible to manually type an email address into the to field (unresolved values) and I was hoping to do this via JS via the field captured on the case form.
So if I have a field on my case form for email address (e.g. "user_email") I wanted that value to populate as an unresolved email recipient in the "to" field when an email is sent from that case? I tried doing this using the example JS but the response error was: Uncaught UciError: Value should be of type: LookupValue[]
Hi dvn92,
The ‘To’ field in email is special field, it displays name in the field and store email address in database.
It consists following five types, so if you want to update ‘To’ field with the value you want, you need create a lookup field from these type instead of an address field on the case form.
For example, I new a lookup field(Accounts) named organisation on the case form, and use it to update ‘To’ field when I create an email from the case.
1.Js code:
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function UpdateToField(executionContext) {
var formContext = executionContext.getFormContext();
var lookup = formContext.getAttribute("regardingobjectid").getValue(); // case lookup on email form
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 ")?$select=_new_organisationid_value", 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.onreadystatechange = function() {
if (this.readyState === 4) {
req.onreadystatechange = null;
if (this.status === 200) {
var result = JSON.parse(this.response);
var _new_organisationid_value = result["_new_organisationid_value"];//id
var _new_organisationid_value_formatted = result["_new_organisationid_value@OData.Community.Display.V1.FormattedValue"];//name
var _new_organisationid_value_lookuplogicalname = result["_new_organisationid_value@Microsoft.Dynamics.CRM.lookuplogicalname"];//entity type
if (_new_organisationid_value != null) {
var value = new Array();
value[0] = new Object();
value[0].id = _new_organisationid_value;
value[0].name = _new_organisationid_value_formatted;
value[0].entityType = _new_organisationid_value_lookuplogicalname;
formContext.getAttribute("to").setValue(value); //set the lookup value finally
}
else
alert("organisation is null");
} else {
Xrm.Utility.alertDialog(this.statusText);
}
}
};
req.send();
}
2.Test:
Regards,
Leah Ju
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