Dynamics Community Forum Thread Details

Automatic Email Tracking and auto attaching to regarding

I want to be able to automatically email tracking and it automatically attach to where it belongs. We receive a lot of email communications for work orders and I would like for the email to automatically attach to the specific work order number -- when we are emailing or being emailed about a job the work order number is always in the subject

Hi,

This can be implemented by adding JavaScript to the onload event of the email form and the onchange event of the Regarding column.

function onload(executionContext){
  var formContext = executionContext.getFormContext();
  
  // Gets the value of regarding field 
  var regarding = formContext.getAttribute("regardingobjectid").getValue();
  // If the value of regarding filed is null or not a work order, exit the function.
  if(regarding === null || regarding[0].entityType !=="msdyn_workorder" ){
  return;
}
// Gets the work order number
var workorderNum = regarding[0].name;
// Set the work order number to the value of the subject field.
formContext.getAttribute("subject").setValue(workorderNum)
}

function onchange(executionContext){
  var formContext = executionContext.getFormContext();
  var regarding = formContext.getAttribute("regardingobjectid").getValue();
  // If the value of regarding filed is null or not a work order, clear the subject field and exit the function.
  if(regarding === null || regarding[0].entityType !=="msdyn_workorder" ){
  formContext.getAttribute("subject").setValue(null)
  return;
}
// Gets the work order number
var workorderNum = regarding[0].name;
// Set the work order number to the value of the subject field.
formContext.getAttribute("subject").setValue(workorderNum)
}

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If you have further questions, please feel free to contact me .

Best Regards,
Dengliang Li

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