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Unable to Shuffle Field option in insert template button

Posted on by Microsoft Employee

Hi Team,

When i try to create Email Activity and click on Insert template button available in Command bar. A Window get opened where i find Fieldname which is an option Set with 'TO; and 'Regarding' as option. I wanted to Shuffle those two such that Regarding will be as default option.

2376.pastedimage1625498482913v1.png

Presently 'To' is as Default option. But I wanted 'Regarding to be on the top of option Set

How can I achieve it.

Thanks.

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Unable to Shuffle Field option in insert template button

    Hi partner,

    As Andrew said, you can’t customize the dialog to change order of the Field name options.

    However, if you don’t want to select option when you insert template to email, you can refer the following way:

    When "Regarding" field  and "To" field are both not be null, you need select option when you click "Insert template".

    7288.pastedimage1625557214168v2.png

    So i tried to only fill in the "Regarding" field and keep the "To" field empty and then click "Insert template", it skipped the step of "Select record" and the look up list will only show related templates of the "Regarding" field.

    4718.pastedimage1625557115005v1.png

    So you need to make sure that one of these two fields is empty if you don't want to select option for field name in the dialog, then you can fill the empty field after inserting template.

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,321 Most Valuable Professional on at
    RE: Unable to Shuffle Field option in insert template button

    Hello,

    I'm afraid it's not customizable.

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