I am trying to retrieve and extract specific data from incoming emails in Microsoft Dynamics CRM to use them in workflows (for update records).
The only option i can find so far while working with workflows is to get the full subject or the full body of the email.
Is there a way to extract specific part of these two?
For example, how can i extract from the Subject the first 10 characters or how can i search the Subject or Body for specific characters or filter with REGEX?
I don't want to create a custom plugin, but the use of JavaScript would be great if it can be used to automatically get triggered without any user action.
Unfortunately, OOB workflow functionality does not allow you to manipulate the data within these fields. Javascript (in the context of CRM) is a client side scripting tool, so could not be run without user interaction.
I would suggest creating a Custom Workflow Activity that takes the subject and body values as parameters (from your original workflow). Then within the custom workflow you can perform string manipulation using common C# commands, and then return these values to the original workflow or update/create records within your custom workdflow.
The following URL gives a good example of creating a Custom Workflow Activity.
https://msdn.microsoft.com/en-gb/library/gg334455.aspx
Related
I build zap using zapier, which performs "Find Person" Action on Pipedrive crm (the question is relevant to search in any integration)
The result returned from the search is a single object. (Contrary to what might be expected - an array of objects)
My goal is to know how many records returned from the search (I mean the list length actually), and use that information to perform various actions later in the Zap.
How can this be done?
how my zap currently looks
Thanks
Zapier searches are designed to resolve a piece of info (like an email) into a single record from an external service (like a "Contact"), so it's working as expected here.
I'm not sure the official integration will return the data you want here, but you can write a custom integration that has an action like "Count People Matching Search", which could return that data for you.
There's info about building a custom integration here: https://platform.zapier.com/
I would like to know if it is possible to show/hide parts of DocuSign document template depending on the data which is passed in as a request.
I already have document template created and uploaded to DocuSign. I then use templateId to create envelope for that document and I also send some data (as json) to prepopulate certain fields inside the envelope.
The thing I am asking now is:
If the template has, let's say, 3 paragraphs, is it possible to hide one of them completely, based on the passed in json data?
Creating and uploading multiple templates is not an option due to large number of conditionally displayed sections.
I have been reading DocuSign API documentation, but couldn't find an answer to this.
To do that you will have to use Responsive Signing.
This feature change the format of the document you sign from PDF to HTML.
With HTML being the format, there are a lot more things you can do.
For example, you can use what we call "Smart Sections" which is exactly what you want. Sections that can be shown off/on based on logic you set.
Find out more about the responsive signing API here - https://developers.docusign.com/esign-rest-api/guides/responsive-signing/api-overview
I know I can link to an individual defect via a hyperlink such as the one below:
td://[project].[domain].[server]:[port]/qcbin/Defects?Action=FindDefect&DefectID=188416
Is there a way to go to multiple defects by calling a different action or passing multiple IDs?
I've tried common patterns such as:
td://[project].[domain].[server]:[port]/qcbin/Defects?Action=FindDefect&DefectID=188416&DefectID=188550
td://[project].[domain].[server]:[port]/qcbin/Defects?Action=FindDefect&DefectID=188416+188550
td://[project].[domain].[server]:[port]/qcbin/Defects?Action=FindDefect&DefectID=188416%2018550
REST API is not an option as I don't want to replace the ALM UI; I want to redirect users to it so they can manage defects and look up data there.
The "td://" protocol doesn't support manipulating multiple entities from a single url, at least not for now.
Though it has another param "ALL_ENTITY_IDS" allowing multiple IDs but that mainly is used for filters.
Working with a SP list, have a standard approval workflow that kicks off when an item on the list is updated. I have it set to send the alerting email and have my custom message
Is there any way to have the email contain the fields that were updated (as in field x was value A and was updated to value B)?
Can't be done with standard workflow (or even with workflows at all). More suitable would be using SPEventReceiver.ItemUpdating to check what fields have their values changed, and send summary email from there.
Or, you can always turn on versioning (only major) and create custom activity used in workflow, that could extract required information from previous version of item (i'm not aware of any such OOTB functionality availble)
I am using Visual Studio 2010, SharePoint 2010 with custom document content types and forms. And plan to also use jquery to build the document add/edit/view forms.
I am developing a solution where I want to have a document library where each document uploaded also has a number of external data elements added as metadata.
The tricky part I'm trying to figure out is I want the user to be able to specify and add a multiple number of those same external data elements.
I'm trying to figure out how I represent the data internally in SharePoint. My initial thought is to programmaticly add hidden external fields as the users adds those external selections. But then I also think of simply storing those external elements as non-external text fields but have my own code which performs the external data lookup and validation.
I'm not adverse to significant custom coding, as I'm probably going to need to do a lot anyway since even the user interface is going to be a jquery tabbed form to enable all the external data the user will be able to associate with each SP document.
I've made an attempt to hopefully further explain what I'm trying to do and included that image. Essentially I'm wanting to add 1+ external data relationships to each document, as desired by the user.
It uses just example data. I'll actually have 4-7 different complex relationships much like the example. And the user is permitted to drilldown and select 1, 2 or all 3 of the dropdowns.
Think of it as similar to how here on Experts-Exchange we can add multiple zones to a question.
An example illustration is here: http://flic.kr/p/aFUSJn
Could you simply add a multi-line text column and have the user input the metadata with comma's, then use your code to seperate the data and do what you want with it?
You said you were not adverse to significant custom coding :)
One solution is to use SharePoint content types. The trick is that not all items in a list need to have the same content type.
Therefore, you can do the following:
As the user is selecting the fields he wants to use you generate or select a content type that matchs those fields.
You then add your document to the document list using the content template
You then have all your information strongly typed in SharePoint lists.
We have previously built a system where we generate content types based on xsd files, this worked very well.