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Hello,
In Case (incident) entity when user click + on time line and select Email, New Email window is open. Is it possible to auto-populate email template on this new email window based on attribute values for current records?
Regards,
Ashley
Hi AshFon,
I think this is impossible. Because there is no way to change the behavior of + email button in the timeline.
You could try to add a custom button on the case form and open the email form by JS(https://docs.microsoft.com/en-us/powerapps/developer/model-driven-apps/clientapi/reference/xrm-navigation/openform).
And pass the attribute values of current case record as formParameters of openForm() method.
Then create an onload event to receive these parameters. Finally insert email template base on these parameters.
Thanks for yout input Steve. I am tring to create javascript to trigger on Email form load. Do you know how do I populate email template base? Assuming I have got template ID or object how can I set this template in email form?
I haven't tried something like this. Here are some links about this, you could have a try:
https://bingsoft.wordpress.com/2010/08/02/create-email-activity-from-template-using-javascript/
community.dynamics.com/.../how-can-i-pop-up-a-new-email-activity-with-a-pre-selected-template
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