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Hi All,
I have a business requirement on which due to the change of certain field in a custom entity, a new email window should appear. This email has to autopopulate the "To" field with users from different entities and change the Email Template based on some rules defined. Everything is working fine so far but I'm stuck on changing the email template using JavaScript. So I was wondering, what's the best option to do this on D365?
Thanks in advance.
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Thank you this looks good, however, in my scenario I am using data fields in my email template (for example to show the case reference number). I can see that with this code my template text loads up until the point of the first data field then nothing else loads after that so I think the code is not handling this or it's not possible to use data fields and insert the template via this JS method.
I was hoping this JS could be used as an alternative to agents having to select "insert template" and fill out the system dialogue box by choosing regarding etc.
If you think of a solution let me know - I appreciate your time!
extended Vels's solution. This should work in all browsers.
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function LoadcustomTemplate() {
var emailTemplateToLoad = "G545D9CD-B5E7-EA11-81A1-FA163E6EHHA1"; // Template ID
var select = "?$select=body";
var filter = "&$filter=templateid eq " emailTemplateToLoad;
var fullUrl = Xrm.Page.context.getClientUrl() "/api/data/v8.2/templates/" select filter;
var retrieveRecordsReq = new XMLHttpRequest();
retrieveRecordsReq.open("GET", fullUrl, false);
retrieveRecordsReq.setRequestHeader("Accept", "application/json");
retrieveRecordsReq.setRequestHeader("Content-Type", "application/json; charset=utf-8");
retrieveRecordsReq.send();
if (retrieveRecordsReq.status === 200) {
var parsedObjects = JSON.parse(retrieveRecordsReq.responseText);
if (parsedObjects !== null && parsedObjects.value.length > 0) {
var bodyvalue = parsedObjects.value[0]['body'];
var defaultBody = "";
if((navigator.userAgent.indexOf("MSIE") != -1) || (!!document.documentMode == true)){
var doc = new ActiveXObject("Microsoft.XMLDOM");
doc.preserveWhiteSpace = true;
doc.async = false;
doc.loadXML(bodyvalue);
defaultBody = doc.text;
}
else{
var parser = new DOMParser();
var xmlDoc = parser.parseFromString(bodyvalue, "text/xml");
var cData = xmlDoc.getElementsByTagName("xsl:template")[0].childNodes[0];
defaultBody = cData.data;
}
Xrm.Page.getAttribute("description").setValue(defaultBody);
}
}
}
Vels This looks like exactly what I need exept it uses ActiveXObject which only works on IE. Do you happen to have an alternative that works with Chrome/Firefox maybe using the DOMParser() method? I have tried adding DOMParser() myself but I'm having some difficulty
Hi, you can insert / change the template in description via JavaScript.
function LoadcustomTemplate() {
var emailTemplateToLoad = "G545D9CD-B5E7-EA11-81A1-FA163E6EHHA1"; // Template ID
var select = "?$select=body";
var filter = "&$filter=templateid eq " emailTemplateToLoad;
var fullUrl = Xrm.Page.context.getClientUrl() "/api/data/v8.2/templates/" select filter;
var retrieveRecordsReq = new XMLHttpRequest();
retrieveRecordsReq.open("GET", fullUrl, false);
retrieveRecordsReq.setRequestHeader("Accept", "application/json");
retrieveRecordsReq.setRequestHeader("Content-Type", "application/json; charset=utf-8");
retrieveRecordsReq.send();
if (retrieveRecordsReq.status === 200) {
var parsedObjects = JSON.parse(retrieveRecordsReq.responseText);
if (parsedObjects !== null && parsedObjects.value.length > 0) {
var bodyvalue = parsedObjects.value[0]['body'];
var doc = new ActiveXObject("Microsoft.XMLDOM");
doc.preserveWhiteSpace = true;
doc.async = false;
doc.loadXML(bodyvalue);
Xrm.Page.getAttribute("description").setValue(doc.text);
}
}
}
Hi Kokulan Eswaranathan, thanks for your answer. The main problem is that I need to insert the template before the actual creation of the email.
Hi
You could create a custom action and pass the email template as the parameter to it and create the email record in the action and then return the email Id as the output parameter.
In your Javascript, call the action, pass the email template name or id as the parameter and use the returned email record GUID and use Xrm.Navigation.openForm to open the email record. Please see below for links
Creating a Custom Action
Calling Custom Action in JS
community.dynamics.com/.../230656
Opening the email record created
You can write a plugin or workflow to do this.
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