cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
Power_Dude
Resolver II
Resolver II

Customize Model Driven Activities

Hi,

 

I'm trying to create my first Model Driven app. When I for example choose to send an email (activity), can I change the "To" field to lookup in a different custom created entity instead? Or do I have to use the "Contact" entity.
If this is not possible, is it possible to make it only lookup in the "Contact" entity and not "Users" and "Queues" etc. ?


I have been trying to google it but cant find anything. I'm also working in a Norwegian solution so finding the right words to google is not always that easy 😅

Thanks.

1 ACCEPTED SOLUTION

Accepted Solutions
Mira_Ghaly
Dual Super User
Dual Super User

@Power_Dude 

The To Column in dataverse is a special type called party list and you can't change the types that appear in it like removing Users and Queues but yes you can link a custom entity to it.

To enable a custom entity/table to appear on the To field:

Open the Entity -> Settings-> Set the Field Send Email to Table = Yes; Save and Publish your table, this will create a new email address field in your entity / table

Mira_Ghaly_0-1624706902932.png

 

 

Mira_Ghaly_1-1624707022020.png

Now if you try to create email activity; you can see your custom table in the To:

Mira_Ghaly_2-1624707281759.png

 

If this post helps you with your problem, please mark your as Accepted solution.If you like my response, please give it a Thumbs Up.

Blog: here

View solution in original post

2 REPLIES 2
Mira_Ghaly
Dual Super User
Dual Super User

@Power_Dude 

The To Column in dataverse is a special type called party list and you can't change the types that appear in it like removing Users and Queues but yes you can link a custom entity to it.

To enable a custom entity/table to appear on the To field:

Open the Entity -> Settings-> Set the Field Send Email to Table = Yes; Save and Publish your table, this will create a new email address field in your entity / table

Mira_Ghaly_0-1624706902932.png

 

 

Mira_Ghaly_1-1624707022020.png

Now if you try to create email activity; you can see your custom table in the To:

Mira_Ghaly_2-1624707281759.png

 

If this post helps you with your problem, please mark your as Accepted solution.If you like my response, please give it a Thumbs Up.

Blog: here

@Mira_Ghaly  Thanks! This works great. But I think I will rename the Contact entity to a preferred name, create custom columns and make all contacts available for entire organisation (which I hope is possible via security roles)

Helpful resources

Announcements
Microsoft 365 Conference – December 6-8, 2022

Microsoft 365 Conference – December 6-8, 2022

Join us in Las Vegas to experience community, incredible learning opportunities, and connections that will help grow skills, know-how, and more.

Difinity Conference 2022

Difinity Conference 2022

Register today for two amazing days of learning, featuring intensive learning sessions across multiple tracks, led by engaging and dynamic experts.

European SharePoint Conference

European SharePoint Conference

The European SharePoint Conference returns live and in-person November 28-December 1 with 4 Microsoft Keynotes, 9 Tutorials, and 120 Sessions.

Power Apps Ideas

Changes to Ideas Coming

We are excited to announce a new way to share your ideas for Power Apps!

Top Solution Authors
Top Kudoed Authors
Users online (4,133)