Skip to main content

Notifications

Announcements

No record found.

Customer experience | Sales, Customer Insights,...
Suggested answer

Does a email activity record reference anywhere the template ID from which it was created from?

Posted on by 2,095

Hi all,

I've got a dilemma. I've got a Microsoft Flow that automatically changes the email status depending on whether emails in the timeline are incoming or outgoing. The problem is that I've also got a confirmation auto-reply email which sends whenever a new case is created. This is always an outgoing email regarding the case and skews the status as auto-reply emails shouldn't count.

So I basically then tried to add in a two option field on the email itself confirming whether this email is a confirmation email or not. The problem is that in a workflow, when I go and try to send a email using a template. It has the template selection screen but I can't see any of the custom fields I've created on the email entity itself so that won't work.

I then thought that perhaps in the email activity itself which was sent by a template, it would store the template ID somewhere on the email record but I can't seem to see anything that references this.

All I'm after to be honest is just a method to identify whether the email created is a confirmation auto-reply email or not and hence not change the regarding case's status.

EDIT:

So I found there's a "_templateid_value" data. Not sure if this references the template ID from which the email was sent but it seems to be null even though the email was sent from a email template using a workflow.

Kind regards,

Mike

  • MikeC282 Profile Picture
    MikeC282 2,095 on at
    RE: Does a email activity record reference anywhere the template ID from which it was created from?

    Hi LA,

    Thanks for the suggestion. The problem is that when you try to send a email using a template in a workflow it loses most of the fields available on the email record. For example below is all you're given if you select the send email using template option in a workflow.

    pastedimage1581560073201v1.png

    You can see that all it gives you as a option is to select the template, set who the email is coming from, who it's going to, cc, bcc, regarding, attachment and duration. All the other fields or custom fields that you may add to the email entity is not available for selection from a template.

    So I went with using the Duration field to do what I need to do. Basically I set that 3 days is the flag that identifies the email as a confirmation email and not an actual outgoing piece of communication from a user as the custom field I've created on the email isn't available to change when using a template. 

  • Suggested answer
    Fubar Profile Picture
    Fubar 2,752 on at
    RE: Does a email activity record reference anywhere the template ID from which it was created from?

    I don't think the template gets captured anywhere, just pulls the content in before you hit save/send.  

    If all you need to do is exclude items that you have generated via a Workflow or flow, then as part of that workflow you could populate the Category or Sub-category (existing) fields on the email record e.g. put the word "Autoreply" in the Category field - then you have a value that you can use to exclude from other processing.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,198 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans