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Teresa24486
Helper V
Helper V

Email address on the form when searching by emp number

Hi

I am looking for a way to insert email address on the form when searching by employee number. Once the form is saved, an email should trigger to the emp email address which can be achieved using a process/ flow. I need the former requirement to be achieved.

 

3 REPLIES 3
RishabBehl31
Resolver I
Resolver I

Hey @Teresa24486 ,

 

According to me i can think of two scenario's.

 

Either you want to update the already existing record as you have mentioned "searching by employer number" or you want to create a new one. In that case i'm hoping there is already an 'Email' field in your Employee entity you're using right and in the back-end.

 

So,

 

Either your email field might be containing a value. Then you can call the following functions:

 

Lookup(EmployeeDataSource, EmpNumFieldName = (Textfield or Datacard containing employee number).Text

 

This way you can get the record and then you can always call ".EmailAttr" to get email & play with it using flow.

 

Or

 

Your email field might be null & you want to fill it up or autogenerate it. And soon as you click save your record should get updated and email attribute should get a value. Then you can fire an email.

 

So you can auto generate it by:

 

ThisItem.FirstName &"."&ThisItem.LastName &"@yourdomainname.com".

 

Something like this you can autogenerate you email field and click on save.

 

I hope this simplifies your query if any more question let me know.

 

Warmly

----------------------------------------------------------------------------------------------------------------

Thanks for taking my inputs. If you're digging into it, a Thumbs up is appreciated! Or if my suggestion solved your issue, please Accept it as a solution. This way everyone would be able to get the solution if they face a similar problem

I am using Model driven app.. how do i achieve this there?

Hey @Teresa24486 ,

 

Sorry i thought you were working out with canvas application. But no issues for Model driven application.

 

You can go with way:

 

You can make a flow to auto populate an email field when the record is created. This will automatically update the email field in the back ground and as soon as you click on save. This flow will trigger and auto update the email address in back end. And you can use this email address any time. This way you won't need to update the field on search and it will automatically get populated and you can play with email in flows/workflows anywhere you want.

 

Or in case you want to update the record. Not want this on create. Change the flow trigger to On Update.

 

And last option is to go for an On select flow if none fits your requirement.

 

RishabBehl31_0-1603699267190.png

 

I hope this simplifies your query if any more question let me know.

 

Warmly

----------------------------------------------------------------------------------------------------------------

Thanks for taking my inputs. If you're digging into it, a Thumbs up is appreciated! Or if my suggestion solved your issue, please Accept it as a solution. This way everyone would be able to get the solution if they face a similar problem

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