Microsoft Dynamics CRM (Archived)

Subject Field in email activity on Case

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Can somebody please help with this issue at all.

When sending an email from a case i would like the subject and case id automatically populated in the email.

Can somebody point me in the direction of how to do this please. We are using dynamics online

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Saroj Das 3,355 on at

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RE: Subject Field in email activity on Case

Try like below while you are configuring send email.

Thanks,
Saroj

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Community Member on at

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RE: Subject Field in email activity on Case

Thanks for the reply. Would this only work when a email is processed by a queue. So a new email to case?

I am looking for once a case has been created and you want to send a email that the subject is populated with the case id and Subject

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Saroj Das 3,355 on at

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RE: Subject Field in email activity on Case

Are you sending email manually from CRM? Are the cases are created manually or Auto Case Create Rule is used?

Thanks,

Saroj

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Community Member on at

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RE: Subject Field in email activity on Case

Using Auto Case to create rules. This is working fine what i want to happen is when your in the case details under activities and you select email the subject field is populated with the case id and subject for the user. All the users will be using web browsers to access this.

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Saroj Das 3,355 on at

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RE: Subject Field in email activity on Case

Do you want the subject to be like this? and what do you mean by users will be using web browsers to access this?

Thanks,

Saroj

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Community Member on at

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RE: Subject Field in email activity on Case

When i say web i mean users will only access the crm using web browsers not outlook CRM clients.

What i want to happen is the same as whats in this link www.dynamicsobjects.com/.../Add-Title-and-Case-Number-to-the-Subject-Line-of-an-Email-sent-from-CASE-entity

I have tried this but does not seem to work in the latest version of CRM online.

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Saroj Das 3,355 on at

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RE: Subject Field in email activity on Case

try this working code.

//call this funciton onchange of Regarding field

function emailFromCase() {

var CREATEDON = 1;

var formType = Xrm.Page.ui.getFormType();

if (formType == CREATEDON) {

regardingOnchange();

}

}

function regardingOnchange() {

if (Xrm.Page.data.entity.attributes.get("regardingobjectid").getValue() != null) {

var regarding = Xrm.Page.data.entity.attributes.get("regardingobjectid").getValue()[0].typename;

var id = Xrm.Page.data.entity.attributes.get("regardingobjectid").getValue()[0].id;

var guid = id.replace(/{/g, "").replace(/}/g, "");

if (regarding != null && guid != null) {

if (regarding == "incident") {

getCaseDetails(guid);

}

}

}

}

function getCaseDetails(recordId) {

// alert(recordId);

var serverUrl = Xrm.Page.context.getClientUrl();

var result;

var oDataEndpointUrl = serverUrl + "/api/data/v8.1/incidents?$select=title,ticketnumber&$filter=incidentid eq " + recordId + "";

//alert(oDataEndpointUrl);

var service = new XMLHttpRequest();

service.open("GET", oDataEndpointUrl, true);

service.setRequestHeader("OData-MaxVersion", "4.0");

service.setRequestHeader("OData-Version", "4.0");

service.setRequestHeader("Accept", "application/json");

service.setRequestHeader("Content-Type", "application/json;charset=utf-8");

service.setRequestHeader("Prefer", "odata.include-annotations=\"OData.Community.Display.V1.FormattedValue\"");

service.setRequestHeader("Prefer", "odata.maxpagesize=50");

service.onreadystatechange = function () {

if (service.readyState == 4) {

service.onreadystatechange = null;

if (service.status == 200) {

var requestResults = JSON.parse(this.response);

if (requestResults != null && requestResults.value.length > 0) {

for (var i = 0; i < requestResults.value.length; i++) {

var caseName = requestResults.value[i]["title"];

var caseNumber = requestResults.value[i]["ticketnumber"];

var subj = caseName + " - " + caseNumber;

}

//alert(subj);

Xrm.Page.getAttribute("subject").setValue(subj);

}

}

}

}

service.send();

}

Thanks,

Saroj

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Community Member on at

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RE: Subject Field in email activity on Case

TRY THIS CODE ...IT REALLY WORKS. Call "emailFromCase" function on Email entity form load , Check "Pass execution context as first parameter" checkbox

function emailFromCase(executionContext)
{
var formContext = executionContext.getFormContext();
var CREATEDON = 1;
var formType =formContext.ui.getFormType();
if (formType == CREATEDON)
{
regardingOnchange(executionContext);
}
}

function regardingOnchange(executionContext)
{
var formContext = executionContext.getFormContext();
if (formContext.data.entity.attributes.get("regardingobjectid").getValue() != null)
{
var regarding = formContext.data.entity.attributes.get("regardingobjectid").getValue()[0].entityType;
var id = formContext.data.entity.attributes.get("regardingobjectid").getValue()[0].id;
var guid = id.replace(/{/g, "").replace(/}/g, "");
if (regarding != null && guid != null)
{
if (regarding == "incident")
{
getCaseDetails(executionContext,guid);
}
}
}
}

function getCaseDetails(executionContext,recordId)
{
// alert(recordId);
var formContext = executionContext.getFormContext();
var serverUrl = formContext.context.getClientUrl();
var result;
var oDataEndpointUrl = serverUrl + "/api/data/v8.1/incidents?$select=title,ticketnumber&$filter=incidentid eq " + recordId + "";
//alert(oDataEndpointUrl);
var service = new XMLHttpRequest();
service.open("GET", oDataEndpointUrl, true);
service.setRequestHeader("OData-MaxVersion", "4.0");
service.setRequestHeader("OData-Version", "4.0");
service.setRequestHeader("Accept", "application/json");
service.setRequestHeader("Content-Type", "application/json;charset=utf-8");
service.setRequestHeader("Prefer", "odata.include-annotations=\"OData.Community.Display.V1.FormattedValue\"");
service.setRequestHeader("Prefer", "odata.maxpagesize=50");
service.onreadystatechange = function ()
{
if (service.readyState == 4)
{
service.onreadystatechange = null;
if (service.status == 200)
{
var requestResults = JSON.parse(this.response);
if (requestResults != null && requestResults.value.length > 0)
{
for (var i = 0; i < requestResults.value.length; i++)
{
var caseName = requestResults.value[i]["title"];
var caseNumber = requestResults.value[i]["ticketnumber"];
var subj = caseName + " - " + caseNumber;
}
//alert(subj);
formContext.getAttribute("subject").setValue(subj);
}
}
}
}
service.send();
}

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KvRoploo 10 on at

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RE: Subject Field in email activity on Case

Nice! This solution helped me very much! Thank you Rakesh.

Note: it is requered to tick the box "Pass execution context as first paramter" in the Handler Properties dialog.

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Ainee ahsan 40 on at

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RE: Subject Field in email activity on Case

can anyone explain why we have created email fromcase and regardingonchange function and what exactly has been done in the code ?

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