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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Auto-open Email record...
Microsoft Dynamics CRM (Archived)

Auto-open Email record created from workflow

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Posted on by epark06 1,328

I have an on-demand workflow on the opportunity that creates an email record. I would like to automatically open that email record after workflow succeeds.

Does this require using the JS function Xrm.Utility.openEntityForm? If so, can someone guide me on how to trigger the function when the email is created?

Thanks.

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  • Verified answer
    SCV Profile Picture
    SCV 1,004 on at

    Introduce a ribbon button to call a JavaScript function. Inside that function call the workflow which creates the email. (make it a synchronous workflow). Then in the JavaScript wait for a couple of seconds and query to get the created email. You can use REST builder to achieve this. Then open that email activity record using the window.open(URL) javascript method.. You will have to build the URL manually using the email records’ GUID.

  • Verified answer
    gdas Profile Picture
    gdas 50,091 Moderator on at

    Hi ,

    You are correct  you need to write custom JavaScript code using openEntityForm.OOB it's not possible.

    I would suggest try to add code in your opportunity ribbon action which fires automatically after certain interval and check email is created or not.

    function OppOnloadCheckEmail()

    {    

       var intervalId = window.setInterval(

        function () {

             window.clearInterval(intervalId);

            // Retrieve email based on some condition , make sure you need to write some logic that it will open only once.

            if (email != null) {  

                // openEntityForm    

            }

        }, 2000);

    }

  • Kevin Grech Profile Picture
    Kevin Grech 380 on at

    You can accomplish this using custom ribbon buttons and an Action with an entity reference as an output parameter. If your workflow is on demand and not executed on an event, you can replace it by the action and assign the newly created email as an output parameter.

    Then, you can create a ribbon button that calls the action using JS (through Web API for CRM2016+ using XMLHttpRequest)

    In the callback you provide, the action output parameter will be available as an object and therefore, you can call Xrm.Utility.openEntityForm with the returned value.

    Edit: I saw the tag with CRM2015. You can accomplish this with Sdk.Soap.js and CRM SDK Message Generator for CRM 2015 (or you can try the same with XMLHttpRequest against the OrganizationData.svc)

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