Hello,
I have a custom entity enabled for "Create a new activity" as per the below screenshot:
In the appointment quick create form we have the required attendees the datatype is "PartyList" so that the user can select the type of record which should be notified for the meeting or appointment.
In our requirement, we need a power automate flow that does the following:
- When an appointment is created regarding our custom table.
- Loop through the required attendee's record type dynamically based on the record selected from which table is coming.
- Send an email to those users.
The tricky part of that flow is how we can know the record type values selected so that we can know from which table are those records.
Example: I might create an appointment and select the required attendees from the contact table. Another scenario might be creating an appointment by selecting the required attendees from my custom table.
My last question is how the "PartyList" will know that the record types have a valid email address as a custom field in that custom table and rely on it to send out the email if you are creating a normal appointment without a team meeting toggle enabled.
Could you please provide an example of this flow and how it can be done?
Any help is greatly appreciated.
Best regards,
EBMRay