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Hi,
I am trying to figure this out.
In our Helpdesk system, the default 'From' field for new emails is the Technical Support alias and thats where the vast majority of emails sent should be sent from.
However, in certain situations a member of the team may need to send a message from their personal address or may have inadvertently used their email address as the 'From' address.
I need something that will show a warning when the personal email address is used instead of the tech Support address.
Something like, 'this email is being sent from (your) address, are you sure you wish to proceed? Yes No'
I can create a workflow to stop the email being sent no problem, but would a workflow be the answer to the problem above? Or will it be a Business Process or Javascript even?
Many thanks as always.
Ted
Hi,
I would recommend to consider the alternative option, which would include both JavaScript and Workflow.
The way I understand your problem is: the action user takes upon Email record via form while creating and sending email. How about considering replacing the Send button entirely? Custom button would process JavaScript function, which in turn would investigate value of the From field, process your business rule, and upon detecting potential issue, would present user with Confirm Dialog. If the JS would not detect issue with From field, it would simply send email unconditionally.
Confirm Dialog:
https://docs.microsoft.com/en-us/previous-versions/dynamicscrm-2016/developers-guide/jj602956(v=crm.8)#BKMK_confirmDialog
Ribbon Button:
https://community.dynamics.com/crm/f/117/t/185643
Send Email via JS:
https://community.dynamics.com/crm/f/117/t/255781
I hope this helps,
Piotr
Register a javascript handler on load of email form and on change of 'From' field (Party List).
In the javascript, check if From does not contain Technical Support email and display confirm dialogue.
If the response of confirm dialogue is No, clear the value in 'From'.
ok so what might work is creating a Y/N button on your form, updating the workflow t by adding a step to only show the warning message if No is selected based on the email conditions. by default the field will be No so users will have to select Yes otherwise they will get the error popup
as an idea?
this is an example if you have the message pop up on cancellation of a process
Hi Ted, the following thread might give you some ideas: community.dynamics.com/.../152348
you can defiantly show a cancelled workflow message as an example
Hi Justin thanks for your suggestion, the schema name is definitely correct. I can do what you suggested and have done in a workflow, but that is to stop the email being sent. I need to add a warning to the error message and allow the user the option to continue if they wish.
Many Thanks
you need to try and run the workflow on emails as the primary entity select the field from (maybe it has a different schema name) then select check if ..."does not contain" Work email then show error message
I suggest you also use level up addin for chrome to get the schema name / display name in case they are different
The best way to do this would be to use a Business Rule to set an alert on emails where From != the support email address.
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