Adding custom field to Send To field of an email template

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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

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Any idea how to add it ?

reagrds

serge

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a33ik 84,331 Most Valuable Professional on at

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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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ashlega 34,477 on at

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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

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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 ?

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ashlega 34,477 on at

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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

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

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ashlega 34,477 on at

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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

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Why should I Create a new custom entity?

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ashlega 34,477 on at

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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)

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