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Microsoft Dynamics CRM (Archived)

Action Arguments not selectable in send e-mail window

Posted on by Microsoft Employee

Hi people

Since upgrading from dynamics crm 2016 (8.1) to dynamics 365 (8.2) online, we have a strange problem on process arguments (parameters) in actions. We have Parameters of type entity, which are not in list anymore when sending an e-mail. For testing purpose I tried to do a parameter of type whole number. Then the option "Arguments" appear, but the parameter itself is not selectable. Anyone other with this issue?

New Version (Dynamics 365 8.2):

8358.8.2.png

Dynamics CRM 2016 (8.1) config:

3582.8.1.png

Whole number argument:

whole-number-arg.png

Thanks for your ideas/help

Kind regards

Ben

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  • Suggested answer
    Ahmad Samour Profile Picture
    Ahmad Samour 20 on at
    RE: Action Arguments not selectable in send e-mail window

    if you call the action from code, you can set the Target attribute to the Entity Reference record, and in the action wizard set the To in the send email window to the Entity Record the action is running on, without adding the Target as an input to the action.

    OrganizationRequest req = new OrganizationRequest("new_youraction");
    
    req["Target"] = new EntityReference("new_yourentity", new Guid("406ECEAA-860C-E711-80C4-8729CAFEF31E"));
    
    service.Execute(req);

    Hope this will help.

  • Suggested answer
    Nadeeja Bomiriya Profile Picture
    Nadeeja Bomiriya 6,804 on at
    RE: Action Arguments not selectable in send e-mail window

    Hi Whitey,

    I didn't test it with a plugin. But I could configure the custom action with an input EntityReference of type Email.  Then I could configure the send email step's "To" property with the "To" property of the Email argument.

    What if you pass the EntityReference of the Email object when calling the custom action?

  • Whitey@Work Profile Picture
    Whitey@Work on at
    RE: Action Arguments not selectable in send e-mail window

    We have a solution from a plugin that compiles a collection of valid users and creates a partylist then attach that to and email object class. Parse the email object (with "To" partylist) to the workflow action input argument. Then create a new email message in WF and set "To" to the input argument (Type entity) "Email.To" recipients.

  • Nadeeja Bomiriya Profile Picture
    Nadeeja Bomiriya 6,804 on at
    RE: Action Arguments not selectable in send e-mail window

    Hi Whitey,

    Can you please provide an example of how you would use PartyList with Type Entity?  Just wanted to understand the scenario.

  • Whitey@Work Profile Picture
    Whitey@Work on at
    RE: Action Arguments not selectable in send e-mail window

    Thanks. However changing to an entity reference doesn't support using email partylist with the input argument. This should be lodged as a bug.

  • Nadeeja Bomiriya Profile Picture
    Nadeeja Bomiriya 6,804 on at
    RE: Action Arguments not selectable in send e-mail window

    Hi Whitey/Bene883,

    Yes, you are correct.  If I use Entity it doesn't show up.  But if I change the input type to EntityReference, it shows up.  They may have changed this in 8.2.

  • Whitey@Work Profile Picture
    Whitey@Work on at
    RE: Action Arguments not selectable in send e-mail window

    Please confirm the input argument is type "Entity" as have already tried your suggestion and no changes.

  • Nadeeja Bomiriya Profile Picture
    Nadeeja Bomiriya 6,804 on at
    RE: Action Arguments not selectable in send e-mail window

    Hi Bene883,

    I just created a new Custom Action in 8.2 and I can see the arguments inside the workflow.

    Try this.

    Deactivate the Custom Action and Workflow.  Open Custom Action, click on Set Properties button in each step and simply save and close.  

    Reactivate the Custom Action.

    Open the workflow and see if you can see the arguments.

  • Whitey@Work Profile Picture
    Whitey@Work on at
    RE: Action Arguments not selectable in send e-mail window

    Have also faced the same issue after 8.2 upgrade. Following this case for answers.

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