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.
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I created in SharePoint a list. with column Assigned To. What I want is that an email is sent to the Assignee, if the Assignee is added to this column. But the problem is that Workflow is started only automatically if any changes are made in an element or when an element is created.
So my question is, is there a possibility to trigger an email by content changes in a specified column without sending 2 emails.
I think, If you are using SharePoint 2010 or 2013 workflow then you can set workflow to triger only for create and edit of item of list. But If you use Microsoft flow, you can trigger flow base on column change. But if you want to implement into 2010 and 2013 workflow then below step will work.
1) create one extra field and make it read only and hidden for every one.
2) trigger the workflow when item change into list.
3) if Assigned field is not null and not equal to extra field then send email and make extra field value same as Assigned field value.
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.
Does anyone know how to create customised fields (columns) in Microsoft Outlook 2010. I receive a lot of email and would like to define a new column in my inbox folder, where I could somehow classify email messages and show a Yes/No flag to indicate whether my email address is in the TO: list or CC: list. This would appear against each email message in the inbox view.
Thanks.
You can use form region to change UI
or inject your control(s) through PInvoke like did this project
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.
I am using microsoft office sharepoint server 2007.
i have a sharepoint list in which one collumn is assinged operator. this column selects a single user from a group called operators.
i understand that there is an option to send alert to users using alert me setting of the list. however the problem is that i dont want to send alert to the whole group or to the person i define in alert me settings . i just want the alert to be sent to the person who is selected in the assigned operator column while creating a new item in the list.
how can i do that. ?
If you want a no-code solution, create a Workflow with Sharepoint Desinger. Follow this tutorial http://office.microsoft.com/en-us/sharepointdesigner/HA102390421033.aspx, just when use a field from current list item in the "to" field instead of constnt string.
If you can deploy code to your server, you can create an eventhandler that catches ItemAdded event and send your e-mail from code.
You can create a workflow to send email on new operator assigning.