Javascript to set email "To" field to case customer

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Posted on by lawilliams713

Hello. I am looking for some help with a JS web resource i am trying to create. My client wants the "To" field on the email form to be set to the Regarding Case customer. I understand that if they hit reply it will do this automatically but sometimes that reply "To" is a general support email and they end up sending a response to themselves. They were hoping this could just be set much like we did with the Case title for the subject line. I have included that code below. I wasn't sure if it could be used as a base to update the "To".

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lawilliams713 45 on at

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RE: Javascript to set email "To" field to case customer

Leah, you are a beautiful human! Once again you've nailed it! It worked perfectly and thank you so much for combining the two processes.
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Community Member Microsoft Employee on at

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RE: Javascript to set email "To" field to case customer

Hi lawilliams713,

Here is my solution to solve the case.

Step 1: Create a new web resource.

Step 2: Enter JS code.

JS code:

function UpdateToField(executionContext) {

    debugger;

    var formContext = executionContext.getFormContext();

    var lookup = formContext.getAttribute("regardingobjectid").getValue(); // case lookup on email form

    if(lookup != null){

        var newid = lookup[0].id.slice(1, -1);

var req = new XMLHttpRequest();

req.open("GET", Xrm.Page.context.getClientUrl() + "/api/data/v9.1/incidents(" + newid + ")", true);

req.setRequestHeader("OData-MaxVersion", "4.0");

req.setRequestHeader("OData-Version", "4.0");

req.setRequestHeader("Accept", "application/json");

req.setRequestHeader("Content-Type", "application/json; charset=utf-8");

req.setRequestHeader("Prefer", "odata.include-annotations=\"*\"");

req.setRequestHeader("Prefer", "odata.maxpagesize=50");

req.onreadystatechange = function() {

    if (this.readyState === 4) {

        req.onreadystatechange = null;

        if (this.status === 200) {

            var result = JSON.parse(this.response);

            console.log(result);

            var title = result["title"];

            var ticketnumber = result["ticketnumber"];

            var subj = title + " - " + ticketnumber;

            var _customerid_value = result["_customerid_value"];//id

            var _customerid_value_formatted = result["_customerid_value@OData.Community.Display.V1.FormattedValue"];//name

            var _customerid_value_lookuplogicalname = result["_customerid_value@Microsoft.Dynamics.CRM.lookuplogicalname"];//entity type

            if (_customerid_value != null) {

                var value = new Array();

                value[0] = new Object();

                value[0].id = _customerid_value;

                value[0].name = _customerid_value_formatted;

                value[0].entityType = _customerid_value_lookuplogicalname;

                formContext.getAttribute("to").setValue(value); //set the lookup value finally

                formContext.getAttribute("subject").setValue(subj);

            }

            else

            alert("regarding is null");

        } else {

            Xrm.Utility.alertDialog(this.statusText);

        }

    }

};

req.send();

}

}

Step 3: Save and publish.

Step 4: Navigate to Customization > Customize the system > Entity > Email > Forms.

Step 5: Open the Email form, double-click Regarding, and then navigate to the Events tab. Add the web resource you created.

Step 6: Then save and publish.

Test:
lawilliams713 45 on at

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RE: Javascript to set email "To" field to case customer

Hi Bipin,

Thank you for your response. Is there any way you could put it all together for me? I've tried it a few ways based on your message but I haven't gotten it to work yet. I'm not a technical developer so trying to get this without exact guidance is a little out of my wheelhouse. I really appreciate your assistance!
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Bipin D365 28,964 Super User 2024 Season 1 on at

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RE: Javascript to set email "To" field to case customer

Hello,

You need to select Customer field in select query where you are fetching title & ticketnumber field. Then use below code to set TO field value

function setToPartyList(fieldName, id, name, entityType) {

var party = Xrm.Page.getAttribute(fieldName);

// Create new array

var partlist = new Array();

partlist[0] = new Object();

partlist[0].id = id;

partlist[0].name = name;

partlist[0].entityType = entityType;

// Set array value

party.setValue(partlist);

};

Field Name should be Email To field schema name

ID - Customer record GUID

Name - Customer Record Name

entityType - Custom Record Entity Type which is account I believe

Please mark my answer verified if this is helpful!

Regards,

Bipin Kumar

Follow my Blog: xrmdynamicscrm.wordpress.com/
lawilliams713 45 on at

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RE: Javascript to set email "To" field to case customer

The post submitted before I was finished. Below is the code I was referencing.

function emailFromCase(executionContext)

{

var formContext = executionContext.getFormContext();

var CREATEDON = 1;

var formType =formContext.ui.getFormType();

if (formType == CREATEDON)

{

regardingOnchange(executionContext);

}

}

function regardingOnchange(executionContext)

{

var formContext = executionContext.getFormContext();

if (formContext.data.entity.attributes.get("regardingobjectid").getValue() != null)

{

var regarding = formContext.data.entity.attributes.get("regardingobjectid").getValue()[0].entityType;

var id = formContext.data.entity.attributes.get("regardingobjectid").getValue()[0].id;

var guid = id.replace(/{/g, "").replace(/}/g, "");

if (regarding != null && guid != null)

{

if (regarding == "incident")

{

getCaseDetails(executionContext,guid);

}

}

}

}

function getCaseDetails(executionContext,recordId)

{

// alert(recordId);

var formContext = executionContext.getFormContext();

var serverUrl = formContext.context.getClientUrl();

var result;

var oDataEndpointUrl = serverUrl + "/api/data/v9.2/incidents?$select=title,ticketnumber&$filter=incidentid eq " + recordId + "";

//alert(oDataEndpointUrl);

var service = new XMLHttpRequest();

service.open("GET", oDataEndpointUrl, true);

service.setRequestHeader("OData-MaxVersion", "4.0");

service.setRequestHeader("OData-Version", "4.0");

service.setRequestHeader("Accept", "application/json");

service.setRequestHeader("Content-Type", "application/json;charset=utf-8");

service.setRequestHeader("Prefer", "odata.include-annotations=\"OData.Community.Display.V1.FormattedValue\"");

service.setRequestHeader("Prefer", "odata.maxpagesize=50");

service.onreadystatechange = function ()

{

if (service.readyState == 4)

{

service.onreadystatechange = null;

if (service.status == 200)

{

var requestResults = JSON.parse(this.response);

if (requestResults != null && requestResults.value.length > 0)

{

for (var i = 0; i < requestResults.value.length; i++)

{

var caseName = requestResults.value[i]["title"];

var caseNumber = requestResults.value[i]["ticketnumber"];

var subj = caseName + " - " + caseNumber;

}

//alert(subj);

formContext.getAttribute("subject").setValue(subj);

}

}

}

}

service.send();

}