I need to Create an Email in a Workflow but do not send it, since I need to add dynamic recipients to that email. The problem is I need to Create that Email using a Template. Do you know how can I accomplish that?
Thank you.
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Thanks Pravin. This helped.
Thanks once gain for swift response
Hi Ashwini,
Please refer below code for your reference:
string emailTemplate = "Email template name here";
FilterExpression filter = new FilterExpression();
ConditionExpression conditionTitle = new ConditionExpression();
ConditionExpression conditionType = new ConditionExpression();
QueryExpression query = new QueryExpression();
conditionTitle.AttributeName = "title";
conditionTitle.Operator = ConditionOperator.Equal;
conditionTitle.Values.Add(emailTemplate);
conditionType.AttributeName = "templatetypecode";
conditionType.Operator = ConditionOperator.Equal;
conditionType.Values.Add("systemuser");
filter.FilterOperator = LogicalOperator.And;
filter.Conditions.Add(conditionTitle);
filter.Conditions.Add(conditionType);
query.Criteria = filter;
query.ColumnSet = new ColumnSet();
query.EntityName = "template";
query.ColumnSet.Columns.Add("templateid");
query.ColumnSet.Columns.Add("subject");
query.ColumnSet.Columns.Add("title");
EntityCollection templateCollection = service.RetrieveMultiple(query);
tracingService.Trace("templateCollection retrived ... " + templateCollection.Entities.Count.ToString() + Environment.NewLine);
Guid templateId = (templateCollection.Entities.Count > 0) ? (Guid)templateCollection[0].Id : Guid.Empty;
Entity template = new Entity();
InstantiateTemplateRequest request = new InstantiateTemplateRequest();
request.RequestName = "InstantiateTemplate";
request["TemplateId"] = templateId;
request["ObjectId"] = userId;
request["ObjectType"] = "systemuser";
InstantiateTemplateResponse response = (InstantiateTemplateResponse)service.Execute(request);
EntityCollection templateCollectionnew = (EntityCollection)response["EntityCollection"];
tracingService.Trace("templateCollectionnew retrived ... " + templateCollectionnew.Entities.Count.ToString() + Environment.NewLine);
Entity fromParty = new Entity("activityparty");
fromParty["partyid"] = new EntityReference("systemuser", userId);
EntityCollection collToParty = new EntityCollection();
Entity User = service.Retrieve("systemuser", userId, new ColumnSet("internalemailaddress"));
Entity toParty = new Entity("activityparty");
string EmailAddress = User.Attributes.Contains("internalemailaddress") ? (string)User.Attributes["internalemailaddress"] : string.Empty;
if (EmailAddress != string.Empty)
{
toParty["addressused"] = EmailAddress;
toParty["partyid"] = new EntityReference("systemuser", User.Id);
toPartyArray.Add(toParty);
}
collToParty.Entities.Add(toParty);
Entity Email = new Entity("email");
Email.Attributes["from"] = new Entity[] { fromParty };
Email.Attributes.Add("to", collToParty);
Email.Attributes["subject"] = subject;
Email.Attributes["regardingobjectid"] = new EntityReference("incident", Complaint.Id);
Email.Attributes["description"] = description;
Email.Attributes["ownerid"] = new EntityReference("systemuser", userId);
Guid NewEmail = service.Create(Email);
Thanks Ravi for the response. Yes I did check that link, Alex link is about sending an email with template, I am looking for creating an email with template.
Many Thanks
Ashiwni
Hi AshwiniShilpa,
Did you check the link shared above by Alex?
Hello team,
Could you please share custom workflow code to create email and associate template and use that in OOB workflow. This is needed urgently.
Many Thanks
Ashwini
This post can help you accomplish this task.
Hi, did you accomplished this? I have the same scenario but having hard time on having my data fields in the template populated with values.
I just posted this in the community also.
This wont be possible using OOB workflow since you dont have to send the email.
Create a custom workflow which will create email with template and there you can populate the dynamics recipients as well.
blogs.msdn.microsoft.com/.../send-mail-to-team-using-custom-workflow-activities-in-crm-20132015
Thanks,
Prateek
Hi,
I think you'll need a custom workflow activity which will use InstantiateTemplateRequest:
msdn.microsoft.com/.../hh210212.aspx
You will have that email in the EntityCollection of the response:
msdn.microsoft.com/.../microsoft.crm.sdk.messages.instantiatetemplateresponse.aspx
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