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Customer experience | Sales, Customer Insights,...
Suggested answer

Copying the Enhanced Email form and restricting access through the model-driven app

Posted on by 2,095

Hi all,

So I've been testing the new Wave 1 release for 2020 in my dev environment as I've got several javascript scripts that load when the email form loads. So I wanted to make sure the contextual email pop-up that appears in context of for example a case still calls the functions I've set on load of the email. So this all works well with the original Enhanced Email form. I then tried to save another copy of the Enhanced email.

pastedimage1583452120838v1.png

We'll call this form Enhanced Email - Test. I set the form to be visible by everyone as there isn't a specific security requirement to hiding the form.

pastedimage1583452177748v2.png

Even though there isn't a specific security role assigned to this form, I have custom Model-Driven apps for different teams within my company, which means I still want to ensure that if someone is using Dynamics in a specific model driven app I want only the Enhanced Email - Test to be visible and usable in that app. So I then opened the app editor and in the forms for the email ensured that only the copied Enhanced Email - Test was available for the specific app.

pastedimage1583452607509v3.png

This worked when we were only working with main forms of the interactive experience types but when I publish the app and attempt to create a email, the contextual email defaults back to the original Enhanced Email form as you can see below.

pastedimage1583452706328v4.png

You can also see that I can also select all the other email forms which I have not ticked for this specific model -driven app. It's really strange. I mean I could probably create different security roles and run the restrictions through that method but what's the point of the model-driven app builder's ability to allow you to pick and choose the forms if it doesn't work with the new enhanced emails.

pastedimage1583452855999v5.png

  • Suggested answer
    RE: Copying the Enhanced Email form and restricting access through the model-driven app

    Hello MikeC282,

    I did a quick test similar to yours on my trial, which is currently in wave 2, and while the form being shown is not the copy, I am unable to switch to any other forms.

    If you are still encountering this behavior I would advise you to open a support ticket with Microsoft, so that this can be investigated further, as it looks like it might be a product issue.

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