I am editing a workflow (that I did not create) and inside the email that it sends, there is this link that I cannot click on. So I want to have the workflow send me the email so I can click on it through my email client to see where it leads to. Is it possible to send an email without having to run the workflow? There is an if statement that it has to go through in order to send the email and I don't want to go through the trouble to initiate it.
It's not possible to make a workflow generate an e-mail without running the workflow through the branch that creates the e-mail...
This is one reason why debugging workflows isn't very easy.
Related
we are using Acumatica outlook plugin to create CASES and we are successful in achieving it.
As you know outlook plugin will automatically create a email activity when we create case. So sometimes we send reply from Outlook plugin and some times we send reply from Acumatica.
The issue is - When we send reply from outlook plugin we are unable to see email in "All Emails" screen, but if we are sending reply to same case from Acumatica we are able to see email in "All Emails" screen.
Can someone please suggest us, what we are missing here.
We are in 2019R2, without any customization published.
There could be a couple of reasons you may be running into this problem. Depending on how you have your setup, one reason could be because of the way you have your System Email Account set up. Check what email is sending as, it could be sending a centralized account. Also check what you default email is set on your account.
Also, are you using the Outgoing Tab? Or looking looking at the all records tab? It could be because of the status of your email. When sending through the Outlook plugin, double check the emails are sending, and double check the status of the activity. It could not be completing and being left as an open item.
I have a workflow in SharePoint 2013 that sends out emails to the user whenever their requests gets worked on. They however also get an email that says "A workflow has been initiated on the following list item".
Is there any way to disble that email from being generated or sent to the requestor?
Please advise, thank you.
With SharePoint Designer, you can change or simply remove the initial email send to the Author.
There are some workaround to do, since you'll have to copy the OOTB Workflow before editing him.
I need to create two plugins for CRM 2011
Whenever an email is incomging or outgoing I need to check if the email has any attachments in it. If yes I need to set one boolean value to true.
When user (user only, not workflow or automatic message etc.) answers some email I need to fire a plugin that checks incident's status (email is regarding to an incident) and depending on the status do some things.
I'm not really familiar with this whole email tracking concept. We have an email router configured, but that's all I can say.
What are the steps that I need to use in order to achieve plugins described?
For the first plugin I think "Create of email" is enough, right? What about the second plugin and how can I make sure that plugin is fired only when a real person sends an email?
For the first plugin:
To check for attachments for an email you will need to create a plugin which executes on create of the ActivityMimeAttachment entity, which is the entity which stores email attachments.
When an inbound email is processed by the Email Router (or tracked in the Outlook Client) the parent Email record is created first, and then an ActivityMimeAttachment record is created for each attachment.
If you try to check for attachments when an Email is created it will be executing before any attachments are created. However, you may also need a plugin to execute when an Email is created to set the 'Has Attachments' field to false.
The plugin on ActivityMimeAttachment will need to get the parent email activity and set the 'Has Attachments' field to true. This will handle both inbound and outbound emails.
Also note that for 100% accuracy you may need to consider the scenario of a user who is writing an email and adds an attachment, and then deletes it. This could be handled by a plugin running when attachments are deleted, but that logic can get complex (what if two attachments were added but only one was deleted?)
There is some useful sample code for dealing with the ActivityMimeAttachment entity here.
For the second plugin:
A plugin which executes on update of an email would then need to validate the following criteria:
The email direction is outbound (a user has answered an email, e.g. sent a reply)
The email status reason is Sent (the email has actually been delivered and is not saved as a draft)
The email sender and/or owner and/or created by is a real user (filter out automatic and workflow sent emails)
The regarding object is an incident
Then you can implement the required custom validation and logic.
The second item could potentially be achieved using a standard workflow, depending on how complex the custom logic is. If the logic is too complex for a standard workflow, a custom workflow activity might also be useful since additional logic or validation could be added without writing additional code.
For the 1. Plugin: Register on email create and on update (maybe users create the mail first and then update some attachments later)
For the 2. Plugin: Check the following:
plugin context depth should be 1 (this makes sure that no mail created by another plugin is processed)
Check the created by and created on behalf by fields on the email entity to be a non technical users and that no one is acting on behalf of another user creating this mail
Check that regarding object points to incident
If this is not sufficient enough and the users sends mails only via CRM Web GUI you can additionally set a special flag on the record via javascript to make sure that the mail was created using the gui. Than check this status flag in the plugin.
We have an alert set-up for sharepoint list, but I want to add some custom text to the alert email. We do not have any access to SPD or sharepoint server and can make changes to sharepoint client only.
Can anyone please advice?
The code that sends out emails runs on the SharePoint server via the Timer Job. Since you have no access to do anything with the server you've got absolutely no chance of modifying the built in alert emails.
Could you do this with javascript?
You can't send emails with JavaScript directly. You can open up a draft email in a users default email client using a mailto link but this won't achieve what you want as a user will still have to edit it.
You could, I suppose, put some javascript onto an edit page using a content editor web part (which you can do without SPD) to on changes make an AJAX call to a separate web server to do the actual sending.
When I make a meeting in Outlook, the recipient gets a approve/reject button in the top of the email. I'd like to do a similar thing with SharePoint: when a task is created, an email is sent to the person the task is assigned to, and the email asks the recipient to either accept or reject the task. I've seen demos of people doing this with a custom ASPx page, but I'd like to make it directly in the email. How should I go about doing that?
I'm used to making workflows in Visual Studio, so I'm happy with code examples for setting up an email and/or parsing the response
Cheers
Nik
The approve/reject buttons in Outlook shows up because the email is in the iCalendar format. I dont know if this is the best way, but you can send out your own iCalendar emails using C# code and set the response email to a mail server you control. From that mail server you can process the email and use the SharePoint WebService API to approve the item in SharePoint.
I like JMD's suggestion but I don't know how you'd interact with SharePoint from the mail server.
It might be a easier to send an HTML-formatted email with two links (...) for the Accept and Reject buttons. You could use CSS to format them so that they look like real buttons.
You could then create an ASPX page (or better an IHttpHandler implementation) to perform an action based on parameters passed to it via a URL. You'd want to pass in the site, web and list details and the list item ID along with a value to indicate whether the item is approved or rejected.
Then set the URLs of your "buttons" in the email to call your handler and pass in the appropriate parameter values.
The downside to this is that the "buttons" would be part of the message body and not part of the Outlook chrome but, on the other hand, they would be usable from any email client.