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Hello CS experts,
I came across this requirement to set up a default queue value for the "From" field in an email instead of the currently logged user.
I'm not sure if there's an OOB way to achieve this.
Thanks in advance for the help that you could provide.
Regards,
Jolas365
This worked great. Is it possible to take this one step further and have the queue be dynamic? I am trying to sort out how to pull the owning Queue from the ExecutionContext but haven't been able to get that to work.
Within Dynamics 365 Case Management I would like to do the following:
- User selects a case to work on from their queue
- If they create a new email, or respond to an existing email, in the timeline I want to have the From field be populated with the Case (Queue Item) that the email is associated with.
If tried using Xrm.WebApi.retrieveRecord to try and find the case that the email will be associated with in the hope of then finding the queue that owns the case. But so far no luck.
Any ideas would be greatly appreciated.
Hello Bipin Kumar ,
The requirement is to replace current logged-in user's name in the "From" field with a Mailbox Queue.
Here is the scenario:
1.Two users are logged-in --> user A and User B
2. Two Mailbox Queue --> mailbox C and mailbox D
3. user A sends email --> "From" field of email will show mailbox C instead of user A name
4. user B sends email --> "From" field of email will show mailbox D instead of user B name
I hope this clarifies the requirement.
Hello Nya ,
The requirement is to replace current logged-in user's name in the "From" field with a Mailbox Queue.
Here is the scenario:
1.Two users are logged-in --> user A and User B
2. Two Mailbox Queue --> mailbox C and mailbox D
3. user A sends email --> "From" field of email will show mailbox C instead of user A name
4. user B sends email --> "From" field of email will show mailbox D instaed of user B name
I hope this clarifies the requirement.
Hello Bipin Kumar ,
The requirement is to replace the User's Queue with another mailbox Queue.
Lets say users A and B want to send emails.
When they send an email, their User's Queue should not appear in the "From" field. What should appear instead are two different Queue mailbox, replacing their names.
Regards,
Jolas365
HI,
Use below code on Onload of Email form.
function _setFromUser(executionContext) {
var formContext=executionContext.getFormContext();
var formType = formContext.ui.getFormType();
//var legalQueueID = "87644a7e-7869-ec11-8943-6045bda57288";
//var recordName = "87644a7e-7869-ec11-8943-6045bda57288";
alert("Form Type:"+ formType);
var entityName = "queue";
if(formType ==2 || formType == 1 || formType == 0) { //Return Value Client API Reference: docs.microsoft.com/.../getformtype
Xrm.WebApi.online.retrieveMultipleRecords("queue", "?$select=queueid,name&$filter=name eq 'Mailbox Queue'").then(
function success(results) {
console.log(results);
for (var i = 0; i < results.entities.length; i++) {
var result = results.entities[i];
// Columns
var queueid = result["queueid"]; // Guid
var name = result["name"]; // Text
formContext.getAttribute("from").setValue([{ id: queueid, name: name, entityType: entityName }]);
}
},
function(error) {
console.log(error.message);
}
);
}
}
Replace 'Mailbox Queue' with your Queue Name.
Please mark my answer verified if this is helpful!
Regards,
Bipin Kumar
Follow my Blog: xrmdynamicscrm.wordpress.com/
Hi,
I've followed the steps detailed in the tutorial but it doesn't work, as someone has commented on the tutorial itself.
Any further comments?
Thanks
Steve
Hi Jolas365,
Here is a tutorial which can achieve your request.
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