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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Adding custom field to...
Microsoft Dynamics CRM (Archived)

Adding custom field to Send To field of an email template

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Posted on by Community Member Microsoft Employee

Dear all,

In my order form I have add a new field named SendToEmail. This field is used if we need to send an email order confirmation to an email person which is not necessary in your contact and different from customer contact list.

When I am designing my email template which will be used for my workflow, I need to add to the To field, the new added field named SendToEmail from my Order entity. The problem I have is that if I browse field in order entity to add it, I could not find it

7484.Capture.JPG

Any idea how to add it ?

reagrds

serge

*This post is locked for comments

  • ashlega Profile Picture
    ashlega 34,475 on at
    RE: Adding custom field to Send To field of an email template

    Because out of the box you need an actual record(not text) to put into the "to" field.

    Otherwise, have a look at what Andrew is suggesting there. That requires a custom workflow activity (which is available in his solution, though)

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Adding custom field to Send To field of an email template

    Why should I Create a new  custom entity?

  • ashlega Profile Picture
    ashlega 34,475 on at
    RE: Adding custom field to Send To field of an email template

    Hi,

     could be more or less like this:

    - Create a custom entity, enable emails for that entity

    - On the order entity, create a lookup (to the new entity created above)

    - Create a workflow for the order entity(on create/update of the existing text field):

          If(new lookup is empty) Create a new lookup record

          Update lookup record: set email = existing text email from the order

     Then you should be able to use that new lookup for the "to" field

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Adding custom field to Send To field of an email template

    Hello, did not follow you, could you describe steps?

  • ashlega Profile Picture
    ashlega 34,475 on at
    RE: Adding custom field to Send To field of an email template

    That field, right now, is a text field. If you had it as a lookup, it would work. So, again, if you created a new custom email-enabled entity, and if you added a "hidden" lookup from the order to that new entity which you would maintain through a workflow (just copy email address from your existing text field to the email field of that new entity), you should be able to use that lookup field for the email templates

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Adding custom field to Send To field of an email template

    the Send to email is a custom field that I have added to my form and to my Order Entity. So the field is existing in the ORder but coudl not access it from email template

    Any other idea ?

  • Suggested answer
    ashlega Profile Picture
    ashlega 34,475 on at
    RE: Adding custom field to Send To field of an email template

    You might also create a new "email-enabled" entity, add a lookup field to the order, and set up a workflow to create/update that lookup record any time "sendtoemail" on the order is updated

    Then you should be able to use that lookup field for the "To" field in your workflow

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: Adding custom field to Send To field of an email template

    Hello Serge,

    I'm afraid there is no "Send to email from field" function in CRM OOB. But you can use my toolkit github.com/.../v1.2.0.0 for this goal but it would require 2 steps from you:

    1. Create an email using  template (using Create Email From Template step from my toolkit).

    2. Send email to Plain Email Address.

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