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noahh
Level: Powered On

actionable card help

I'm setting up a flow that sends an HTML email with and actionable card in the regular "Send Email" action. It is triggered by a schedule. It works great when I send it to myself but nothing shows up when I send it to other users in my organization. Can someone help???? I've tried researching it and even learned that I need a profile ID but it still isn't working when sent to anyone but myself.

 

<html>
<head>
  <meta http-equiv="Content-Type" content="text/html; charset=utf-8">
  <script type="application/adaptivecard+json">

{
    "originator": "289c11f5-796a-45f2-8531-08f8c1649546",
    "type": "AdaptiveCard",
    "hideOriginalBody": true,
    "body": [
        {
            "type": "TextBlock",
            "horizontalAlignment": "Center",
            "size": "Large",
            "weight": "Bolder",
            "text": "Opportunity needs updating\n"
        },
        {
            "type": "Container",
            "items": [
                {
                    "type": "ColumnSet",
                    "columns": [
                        {
                            "type": "Column",
                            "items": [
                                {
                                    "type": "FactSet",
                                    "facts": [
                                        {
                                            "title": "Name:",
                                            "value": "@{items('Apply_to_each')?['Name']}"
                                        },
                                        {
                                            "title": "Close Date:",
                                            "value": "@{items('Apply_to_each')?['CloseDate']}"
                                        }
                                    ]
                                }
                            ],
                            "width": "stretch"
                        },
                        {
                            "type": "Column",
                            "items": [
                                {
                                    "type": "FactSet",
                                    "facts": [
                                        {
                                            "title": "Stage:",
                                            "value": "@{items('Apply_to_each')?['StageName']}"
                                        },
                                        {
                                            "title": "Value:",
                                            "value": "@{items('Apply_to_each')?['Amount']}"
                                        }
                                    ]
                                }
                            ],
                            "width": "stretch"
                        }
                    ]
                }
            ]
        },
        {
            "type": "TextBlock",
            "horizontalAlignment": "Left",
            "size": "Small",
            "weight": "Bolder",
            "text": "Please update the neccesary fields below and \nclick update. If you want to update it yourself inside of Salesforce.com, please click \"View and update opportunity in SF.\"",
            "wrap": true
        },
        {
            "type": "TextBlock",
            "text": "What should the new close date be? (mm/dd/yyyy)"
        },
        {
            "type": "Input.Date",
            "id": "CloseDate",
            "spacing": "None"
        },
        {
            "type": "TextBlock",
            "text": "Annual Value:"
        },
        {
            "type": "Input.Number",
            "id": "Value",
            "spacing": "None",
            "value": "@{items('Apply_to_each')?['Amount']}"
        },
        {
            "type": "TextBlock",
            "text": "What Stage?"
        },
        {
            "type": "Input.ChoiceSet",
            "id": "Stage",
            "spacing": "None",
            "value": "@{items('Apply_to_each')?['StageName']}",
            "choices": [
                {
                    "title": "1 (Qualified Prospect)",
                    "value": "1 (Qualified Prospect)"
                },
                {
                    "title": "2 (Building Relationships)",
                    "value": "2 (Building Relationships)"
                },
                {
                    "title": "3 (Determining Needs)",
                    "value": "3 (Determining Needs)"
                },
                {
                    "title": "4 (Proposal submitted)",
                    "value": "4 (Proposal submitted)"
                },
                {
                    "title": "5 (Trial Performance)",
                    "value": "5 (Trial Performance)"
                }
            ]
        },
        {
            "type": "TextBlock",
            "size": "Small",
            "weight": "Bolder",
            "text": "If the opportunity should be closed, please click \"View and update opportunity in SF\" and it will take you to the website to close the op."
        },

    ],
    "actions": [
        {
            "type": "Action.OpenUrl",
            "id": "View_In_SF",
            "title": "View and update Opportunity in SF",
            "url": "@{concat('https://chemtreat.lightning.force.com/lightning/r/Opportunity/',variables('OpID'),'/view')}"
        },
        {
            "type": "Action.Http",
            "id": "UpdateOp",
            "title": "Update Opportunity",
            "method": "POST",
            "url": "https://prod-57.westus.logic.azure.com:443/workflows/931674b26673417da1b0b8c2ed773cf9/triggers/manual/paths/invoke?api-version=2016-06-01&sp=%2Ftriggers%2Fmanual%2Frun&sv=1.0&sig=imZ74GRo1v34moV4rbs_kJ3PnfWBLquxgnFn5lRSvxQ",
            "body": "


{
  'Opportunity': [

    {
      'Missed': '{{Missed.value}}',
      'Stage': '{{Stage.value}}',
      'Value': '{{Value.value}}',
      'CloseDate': '{{CloseDate.value}}',
      'Competitor': '{{Competitor.value}}',
      'OpID': '@{items('Apply_to_each')?['Id']}'
    }
  ]
}

",
            "headers": [
                {
                    "name": "Authorization",
                    "value": ""
                }
            ]
        }
    ],
    "version": "1.0"
}
  </script>
</head>
<body>
This opportunity (@{items('Apply_to_each')?['Name']}) is 30 days pass the expected close date. If you don't see options to update the opportunity in this email, it is most likely because it is not compatable with your device. Check this email on your main device to edit the opportunity inside this email. If you would rather update the opportunity inside salesforce OR if you still can't see options than click here to update the opportunity: <a href="@{concat('https://chemtreat.lightning.force.com/lightning/r/Opportunity/',variables('OpID'),'/view')}">Update Opportunity</a>.
</body>
</html>

 

1 ACCEPTED SOLUTION

Accepted Solutions
Community Support Team
Community Support Team

Re: actionable card help

Hi @noahh ,

 

Could you share the details of the action card you created and the screenshot of the Flow configuration?

I did the test on my side, and it is exactly the same as what you described. Only when the email message is sent to myself will the actionable card be displayed.

In other words, when the email is sent to the email address used by the connection that configures Send an email action, it can be displayed normally.

Please consider doing a similar test using Send an email from a shared mailbox action to see if you have the same problem.

 

Best Regards,

Community Support Team _ Barry
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

1 REPLY 1
Community Support Team
Community Support Team

Re: actionable card help

Hi @noahh ,

 

Could you share the details of the action card you created and the screenshot of the Flow configuration?

I did the test on my side, and it is exactly the same as what you described. Only when the email message is sent to myself will the actionable card be displayed.

In other words, when the email is sent to the email address used by the connection that configures Send an email action, it can be displayed normally.

Please consider doing a similar test using Send an email from a shared mailbox action to see if you have the same problem.

 

Best Regards,

Community Support Team _ Barry
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

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