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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Javascript to prepopul...
Customer experience | Sales, Customer Insights,...
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Javascript to prepopulate To field in Email

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Posted on by NK Bhairi 244

Hi,

I have an Account entity with Contacts Grid, I placed Custom Button, I selected Contact records from Grid and on Custom button click,

I need to Open an Email with the selected contacts in To field.

I am able to retrieve the Guids of the contact , but I am not not able to iterate loop and send the selected contacts as parameters to the Email record using openEntityForm. 

I have the same question (0)
  • cloflyMao Profile Picture
    cloflyMao 25,210 on at

    Hi Miss Dynamics,

    To field is party list type field(also for Regarding field), such type of field is not able to be populated with parameters from openEntityForm function.

    The workaround is that you could create additional input parameters to email form properties, run another javascript function at email form OnLoad event to query parameters passed from openEntityForm function,

    then use these parameters to populate To field, as what we do when populating a lookup field.

    formContext.getAttribute("to").setValue([{id:'',name:'',entityType:'contact'}]);

    Please refer to following thread for how to add custom input parameters to form:

    https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/145341/how-to-pass-values-between-form-using-javascript

    In addition, as Xrm.Page.context.getQueryStringParameters and openEntityForm will be deprecated, please replace them with formContext.data.attributes and Xrm.Navigation.openForm

    https://docs.microsoft.com/en-us/power-platform/important-changes-coming#some-client-apis-are-deprecated (getQueryStringParameters)

    https://docs.microsoft.com/en-us/powerapps/developer/model-driven-apps/clientapi/reference/xrm-utility#deprecated-methods (openEntityForm)

    Regards,

    Clofly

  • Verified answer
    Bipin D365 Profile Picture
    Bipin D365 28,983 Moderator on at

    Hi,

    Try below code for your requirement.

    function OpenQuickCreateemail(selectedItems) 
{
var partylist = [];

if (selectedItems.length == 1) {
            OpenQuickCreateemailsingleRecorde(selectedItems);
        }
        else 
		{
            for (var indxIds = 0; indxIds < selectedItems.length; indxIds  ) 
			{
                        partylist[i] = new Object();
                        partylist[i].id = selectedItems[indxIds].Id;
                        partylist[i].name = selectedItems[indxIds].Name;
                        partylist[i].entityType = selectedItems[indxIds].TypeName;
                        i  ;
            }
			
				var entityFormOptions = {};
                        entityFormOptions["entityName"] = "email";
			// Set default values for the Contact form
                        var formParameters = {};
						//set regarding object
                        formParameters["regardingobjectid"] = selectedItems[0].Id;
                        formParameters["regardingobjectidname"] = selectedItems[0].Name;
                        formParameters["regardingobjectidtype"] = selectedItems[0].TypeName;
						//set To field
                        formParameters["to"] = partylist;
                        // Open the form.
                        Xrm.Navigation.openForm(entityFormOptions, formParameters).then(
                            function (success) {
                                console.log(success);
                            },
                            function (error) {
                                console.log(error);
                            });
		}
}
function OpenQuickCreateemailsingleRecorde(PrimaryControl)
{
partylist[0] = new Object();
                partylist[0].id = PrimaryControl[0].Id;
                partylist[0].name = PrimaryControl[0].Name;
                partylist[0].entityType = PrimaryControl[0].TypeName;

                var entityFormOptions = {};
                entityFormOptions["entityName"] = "email";

                var formParameters = {};
                //Set EMail Regarding Field
				formParameters["regardingobjectid"] = PrimaryControl[0].Id;
                formParameters["regardingobjectidname"] = PrimaryControl[0].Name;
                formParameters["regardingobjectidtype"] = PrimaryControl[0].TypeName;
				//Set Email TO Field
                formParameters["to"] = partylist;
                // Open the form.
                Xrm.Navigation.openForm(entityFormOptions, formParameters).then(
                    function (success) {
                        console.log(success);
                    },
                    function (error) {
                        console.log(error);
                    });
}

    You can comment the code for regarding field if you don't need.

    If found helpful, Please mark my answer verified.

  • NK Bhairi Profile Picture
    NK Bhairi 244 on at

    Thanks Bipin. Its working.

    Just that you forgot to initialize I variable.

  • NK Bhairi Profile Picture
    NK Bhairi 244 on at

    Thanks

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