Javascript method to open contextual email box in cases

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Posted on by MikeC282

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Hi all,

Just wondering if there's any specific client side built in javascript method to open the enhanced email's contextual email box in cases? So for example when I press the + button on the timeline and add a email it'll open this contextual box. I want to mimic this with my own custom button but not sure if there's a documented method to do this. Screenshot below:

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Abdul Wahab 12,119 Moderator on at

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RE: Javascript method to open contextual email box in cases

Hi MikeC282,

You need to analyse the behaviour of this button to mimic it. I wrote a blog post: Post: Edit (blogger.com) on how to customize the existing or out-of-the-box button. It might be helpful for you.

If I answer your question then please mark it as verified.

Let me know if I can provide you with more details.

Thanks
Regards,

Abdul Wahab
Power Platform & Customer Engagement Developer/Lead/Solution Architecture/Project Manager
Direct/WhatsApp:+923323281237
E-mail: abdulwahabubit@outlook.com
Skype: abdul.wahabubit
Linkedin: www.linkedin.com/.../

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MikeC282 2,171 on at

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RE: Javascript method to open contextual email box in cases

[quote user="Abdul Wahab"]
Hi MikeC282,

You need to analyse the behaviour of this button to mimic it. I wrote a blog post: Post: Edit (blogger.com) on how to customize the existing or out-of-the-box button. It might be helpful for you.

If I answer your question then please mark it as verified.

Let me know if I can provide you with more details.

Thanks
Regards,

Abdul Wahab
Power Platform & Customer Engagement Developer/Lead/Solution Architecture/Project Manager
Direct/WhatsApp:+923323281237
E-mail: abdulwahabubit@outlook.com
Skype: abdul.wahabubit
Linkedin: www.linkedin.com/.../
[/quote]

Hey Abdul Wahab ,

I can't seem to see this blog post. It's asking me to sign up to blogger when I use the link. I think you're linking to the backend editing page of blogger.

Kind regards,

Mike

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Abdul Wahab 12,119 Moderator on at

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RE: Javascript method to open contextual email box in cases

Hi MikeC282,

Sorry. Here you are https://powerplatformaw.blogspot.com/2022/09/how-to-show-and-hide-button-based-on.html.

If I answer your question then please mark it as verified.

Let me know if I can provide you with more details.

Thanks
Regards,

Abdul Wahab
Power Platform & Customer Engagement Developer/Lead/Solution Architecture/Project Manager
Direct/WhatsApp:+923323281237
E-mail: abdulwahabubit@outlook.com
Skype: abdul.wahabubit
Linkedin: www.linkedin.com/.../

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Bipin D365 28,983 Moderator on at

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RE: Javascript method to open contextual email box in cases

Hi,

Can you please try below code

learn.microsoft.com/.../navigateto

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MikeC282 2,171 on at

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RE: Javascript method to open contextual email box in cases

Hey
[quote user="Bipin Kumar"]
Hi,

Can you please try below code

learn.microsoft.com/.../navigateto
[/quote]
Hey bud,

So I use the navigateTo method often but that just opens a modal dialog box either centre or on the side. I want to recreate the email pop out box.

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Ray 1,537 on at

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RE: Javascript method to open contextual email box in cases

Hi Mike,

Try this:
var entityFormOptions = {}; entityFormOptions["entityName"] = "email"; entityFormOptions["openInNewWindow"] = true; // Open the form. Xrm.Navigation.openForm(entityFormOptions, {}).then( function (success) { console.log(success); }, function (error) { console.log(error); });

This function also support pass parameter to the new form, you may read more here: Link for document

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scr1pt 130 on at

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RE: Javascript method to open contextual email box in cases

Hi Mike, did you find the solution?

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jestuder 158 on at

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Javascript method to open contextual email box in cases

Given the date on this post, not sure if you still need the answer to this. But, I thought I would provide it as I just ran into this and I found the solution to it. Before I post it, this approach it 100% unsupported as you will need to step out of the supported client reference documentation.

There is a web resource that gets added and removed from the form when you click the "+" on the timeline then email. It is "webresources/cc_MscrmControls.AppCommon.ContextualEmail.ContextualEmailControl/ContextualEmailControl.js". Add that to your main form. This way its statically have access. Now that it's on the form, you will call:

MscrmControls.AppCommon.ContextualEmail.PopupManager.createNewPopup();

This method take 1 parameter.

{

appId: GET THIS FROM THE QUERY STRING PARAMETER OF THE URL,

dataParams: {

parentrecordid: GUID OF THE RECORD YOU ARE OPENING THE RECORD FROM,

parentrecordname: NAME OF THE RECORD YOU ARE OPENING THE DIALOG FROM,

parentrecordtype: RECORD TYPE OF THE RECORD YOU ARE OPENING THE DIALOG FROM

},

emailFormId: IN THE JAVASCRIPT IS A LIST OF CONSTANTS THE GUID IS HARDED THERE

}

In the dataParams you can pass other fields like To, From will auto populate. I don't have the full code written, I just did a quick test in the the console debugging to see if I could get it to work while I was trying to figure out the code and I did get it to successful open the dialog and operate just as it would out of the box. Hopefully Microsoft gives us a supported way. If I do end up writing the JavaScript out for this, I will post it for anyone else that needs it.

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Community member 3 on at

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Javascript method to open contextual email box in cases

@jestuder

Can you please post the script you have used here

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SG-12071144-0 6 on at

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Javascript method to open contextual email box in cases

Hi @jestuder,

I was able to open the enhanced email popup in the console like you suggested but when i try to call the same on the JS embedded on the form, i face error. Method not recognized. Any ideas?

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