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justinridge
Helper II
Helper II

Send e-mail in Model-driven app

Hi there. I have a model driven application set up with: - a 'Client' entity with an EMAIL field - an Activities SubArea set up in my model driven application I am struggling to make the To, CC and BCC fields reference the e-mail field in my 'Client' entity. The only options I get in the dropdown are from the 'Knowledge Articles' and 'Users' Please could you direct me in the right direction with as much detailed info as possible. Thanks

1 ACCEPTED SOLUTION

Accepted Solutions

Hi @justinridge ,

 

Please follow this blog Dynamic Values for Custom Entities in Email Templates .

The dynamics data syntax: 

{!<entitylogicalname>: <fieldlogicalname>; <Default Text>}

 

Sik

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4 REPLIES 4
v-siky-msft
Community Support
Community Support

Hi @justinridge ,

Could you please share more details/Images to help us understand what do you want to implement?

Do you mean you want to automatically full-fill the To CC BCC field based on the Email field referenced from the Client entity?

 

Sik

Hi Sik,

 

I managed to figure out how to link the TO field to the Contacts entity - all fixed.

 

I now have another query regarding inserting dynamic data into my e-mail template.

I am able to insert dynamic data from only the User, Account and Contact entities.
justinridge_0-1601957154607.png
I have an entity called Policy.

Policy doesn't come up as an option when adding 

 

 

justinridge_1-1601957175785.png

 

justinridge_2-1601957196906.png

 

The Policy entity has the following properties:

 

Entity Type: Standard Entity

Ownership: User or Team

Allow Feedback: No

Enable Activities: Yes

Enable Connections: Yes

Send email to entity: Yes

Support Mail Merge: Yes

Enable Sharepoint document management: Yes

Auto create access Teams: No

Enable queues: No

Mobile Offline: Yes

 

I'm hoping you can assist

 

Thank you

Hi @justinridge ,

 

Please follow this blog Dynamic Values for Custom Entities in Email Templates .

The dynamics data syntax: 

{!<entitylogicalname>: <fieldlogicalname>; <Default Text>}

 

Sik

Hassan_
Helper I
Helper I

Hello Sik,

 

I tried it but didn't work

 

however, I have a custom entity "Case" in CDS and created Model driven app, when I try to add a new template only the standard entities I can select from

 

any idea

 

Appreciate your support

Hassan

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