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.
Related
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.
I have an Incident entity in CRM 2016 that has an ownerID which relates to a User entity. On that User entity, I have a Location field, which is based on a global option set.
On my Incident form, how would I be able to automatically populate a location field, based on the owner that's selected?
If you just need to show the value you can create a Quick View Form and put it on the form.
If you need to copy the value, because it's a lookup, you can create a Workflow that will copy the value when the record is created or reassigned.
Or - Adding to Guido's Answer - if you want the user to be able to see the value on the form when it loads, you'll need to use the Rest API to query for the Location value of the owner. Use the FetchXmlBuilder for the XrmToolBox to generate the URL that you'll need.
I've been looking everywhere... for days. (I'm stubborn so I don't like asking questions before trying.) So here is the hardest question ever:
I have a SharePoint Online (2013) Custom List on which I'm running a Workflow. The association shows so the Workflow actually runs, and I receive email from it to one of the hard-wired emails.
The problem is getting an email dynamically, from a Person/Group field in the list. I have a field named ResponsiblePerson. When I try to get the value of that field (all I care about this "Person/Group" is the email), it seems to come as a null or empty string value.
I've tried many different variations to the following:
First I get the item.
Then I get values from the item. I just get ResponsiblePerson and put it in a variable called rp1. I tried to make this variable of type dynamic and string. Both didn't work, as I get an empty value in the email (see next step).
Finally, I send an email.
This email is addresses to a static email for testing. I get an empty rp1 otherwise I would have specified it in the To of the email activity (within a collection) and we would be done.
Use the field name + "Id".
Here is where I blog about this: http://mazdev.blogspot.ae/2014/05/get-value-of-persongroup-list-item.html
I need the end user to select which field he wants updated. Is there an option to have a lookup input parameter that let's the user select a field of the current entity?
I need it to perform operations on the value of the selected field.
As far as I know there isn't a custom type to handle a list of fields (or a list of strings) as InputParameter for a Custom Workflow Activity.
The (ugly) alternative is to use a string parameter where the user enters the field name.
If the list of fields isn't very big, you could add an optionset to the form with those field names and then your workflow could have If conditions based on that optionset.
I strongly suggest you to use a dialog to complete this. You can set the stage, the parameter and based on the situation the values to insert. Also you can execute workflows from the dialog itself.
If the record already exists, consider registering a plug-in on the update message. When in update the request InputParameter["Target"] contains only dirty fields changed by the user.
Instead of creating a list of fields you can create another (role) form to limit the fields the user can edit on the form.
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.