I am using an Email Address and have the email address hardcoded into the "To:" property, but prefer to move that email address as a custom workflow constant. What tool can I use to just read that constant value. Thanks in advance !
Here's how you do this:
Create a Workflow Constant with the email address you want to use:
Use a formula tool to read the constant into a field
Check the "Use Field" box and choose the field created in step 2
You can replace the constant with an input from a database or a macro to make this more automated as well.
Related
has anyone figured out how to have a custom drop down on a sales order of the customer addresses.
When creating the custom field on a Sales Order, you will notice that when you select Address or Address Book, the FILTER USING fields do not show. Only 'country' shows when you select Address and nothing shows when you select Address Book
So to Recap:
I need to create a custom address drop-down field on a sales order that contains all of the customer addresses
It might seem like more work than its worth, but if you build it properly you should be able to re-use this code anywhere else you want the ability to add custom address selection drop downs.
In your before load script user event script you will want to add a new custom field of type 'select'.
To populate the values do a search against the customer record and grab the address fields you need (if this is a new record and the customer isnt set in the before load, you can pass this off to the client script by making a selection called 'REFRESH' or something similar that triggers a post sourcing function to make the update to the field select options).
Make sure to get at least the 'addressinternalid' and the 'addresslabel' fields from the customer (you will likely want them all just in case). Add the results to an array so that you can loop through it to build your custom field select options.
From there it would just be a matter of getting the user's selection and tying it to the correct address based on internal id.
I know I did not provide any specific code examples, but that would be your part of the game to play. Hope this helps, and good luck!
Currently using the Docusign API to create an envelope request.
Is there a way to set the Name field as NULL or BLANK and configure my docusign template to prompt the user to enter that field when its blank but to allow them to edit that data if its pre-populated ?
In some cases we know this value and in other cases its not known and the user would have to type that data in at the time they sign (e.g. if they are Company Signatory).
Is there a way to configure Docusign to support this type of logic ?
When you use a name or email tab in DocuSign, the system automatically populates those tabs with the recipient's name and email. If you want an editable name field do not use the name tab, use a text tab instead.
I have SharePoint 2007 and SharePoint Designer 2007. I have a workflow that sends out an e-mail to admins when certain conditions are met. What I am struggling with is getting the Assigned To data in the TO part of the e-mail. I can do a lookup to get the Assigned To value in the body of the e-mail, but not in the actual To field (as Assigned To just isn't one of the options to select in this field, and any attempt to add this just doesn't translate at all into any sort of readable e-mail address).
So, my question is, how do I, using a workflow generated e-mail, send e-mail notifications utilizing the Assigned To field.
Thanks in advance.
I believe you'll need to have an action (preceding the "send email" action in the workflow) in which you set a variable equal to the value of the "Assigned To" field, retrieving the field value as an email address. Then use that variable as the recipient in your send email action.
I recently created a workflow on Sharepoint 2010, which has a step to shoot out emails to the desired users.
The content of the email body is formatted in HTML and I need the sharepoint to send me the details of the User who creates/changes a particular item.
However, when i receive the email in my Inbox, I see that it is in Domain\Username format, but I also see some junk characters appended to the same.
For Example. I receive the following output for the sharepoint Lookup [Current Item: Requestors] (As String)
11;#DOMAIN\USERNAME1;#9;#DOMAIN\USERNAME2
Could someone help me in letting me know on how to eliminate these junk characters?
Try "As Display Name" instead of "As String" in the Lookup [Current Item: Requestors].
And btw it is not junk. These the IDs of the users :)
Good luck!
Your issue is that you cannot use "As String" as it includes the items IDs and does not include the users email address, username or login information. You need to the use one of the Semicolon Delimited options in order to use this information.
Now, as for "Coercion Failed: Input cannot be null for this coercion." once you make the change, you can not use a delimited option and then have the field be empty. To get around this set the field as required or leave it as a string with the item IDs being shown.
The same issues arise if you want to use the people picker and then use that field to email those users, you have to use "Email Addresses, Semicolon Delimited" and the field must have a user selected or it will run in to the coercion error.
I want to add new field on my custom form.
It should be 'Lookup' type and with target record type 'Email template'.
By default, CRM 2011 doesn't contains this entity in target records list.
Any suggestions?
Thanks!
I don't think you can do what you are looking for in that manner. If your goal is to ultimately send and email using the template you would have selected in your Lookup, you might try replacing it with an Option Set with values relating to your templates. Then in a workflow, you could check which item was selected in a Check Condition and then for each call the Send Email action specifying the template that corresponds to your selected value.
We have the same requirement for a client and managed to solved it. We built a Silverlight control that shows all the email templates and when clicked, it saves the GUID of the Email Template into a string field.
When the process runs to send the email it converts the string back into the GUID to get the Template record.