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I have created a custom entity for a specific type of contact.
The entity has been enabled for email and I have added the social pane to the form.
However when I click the New Email under the ellipsis the To field is not populated with the email address.
I have to search for it under the Lookup Records dialog pop up.
Can someone help me set the default To from the record that has opened the email activity for this custom entity please.
Thank you.
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you can do it using a simple below code ;you will have to get the contact fields from regarding and set it on to field :
SetPartyList: function (contactId, customerName, cEmail) {
var partyRequired = Xrm.Page.getAttribute("to");
// Create new array
var partlist = new Array();
partlist[0] = new Object();
partlist[0].id = contactId; //Guid (i.e., Guid of User or Contact etc)
partlist[0].name = customerName; //Name (i.e., Name of User or Contact etc)
//partlist[0].EMailAddress1 = cEmail;
partlist[0].entityType = "contact"; //entity schema name of account or contact
// Set array value
partyRequired.setValue(partlist);
},
getContactEmail: function () {
// Call this function from CRM Form Attribute OnChange
//RSA.Email.getContactEmail
try {
if (Xrm.Page.getAttribute("to").getValue() != null)
return;
//var accountId = window.top.opener.top.opener.Xrm.Page.data.entity.getId();
var id = Xrm.Page.getAttribute("regardingobjectid").getValue()[0].id;
var contactId = id.slice(1, -1);
var serverUrl;
if (Xrm.Page.context.getClientUrl !== undefined) {
serverUrl = Xrm.Page.context.getClientUrl();
}
else {
serverUrl = Xrm.Page.context.getServerUrl();
}
var ODataPath = serverUrl + "/XRMServices/2011/OrganizationData.svc";
var contactRequest = new XMLHttpRequest();
contactRequest.open("GET", ODataPath + "/ContactSet(guid'" + contactId + "')", false);
contactRequest.setRequestHeader("Accept", "application/json");
contactRequest.setRequestHeader("Content-Type", "application/json; charset=utf-8");
contactRequest.send();
//If request was successful, parse the email address
if (contactRequest.status == 200) {
var retrievedContact = JSON.parse(contactRequest.responseText).d;
var cEmail = retrievedContact.EMailAddress1;
var cName = retrievedContact.FullName;
SetPartyList(contactId, cName, cEmail);
//cEmail != null ? Xrm.Page.getAttribute('to').setValue(cEmail) : '';
}
else {
console.log('request failed.');
}
Xrm.Page.getAttribute('to').setSubmitMode("always");
}
you can take a reference from it and use web api in between to retrieve the values from contact.
mark my answer as verified if helpful
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André Arnaud de Cal...
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