I have a Workflow in CRM 2016 on premise that sends an email to a customer when an order is created. The email contains a URL link to external website used for scheduling. The problem is that the hyperlink in the email doesn't fill the parameters we are using from the CRM entities.
I tried several ways to do this. the first way was using the Insert Hyperlink when creating the email through the workflow. this creates the following tags:
<hyperlink><name>Pro Services Online Scheduling Portal</name><value>https://secure.website.com/ProServices?name={Ship To Contact(Order (Order))}&email={Email(Ship To Account (Account))}&OrderID={Order ID(Order (Order))}&Company={Customer(Order (Order))}&skip=0</value></hyperlink>
This correctly adds the hyperlink into the email but the actual link looks exactly as it does in value tag without the CRM values.
I tried just adding the link as plain text like so:
https://secure.website.com/ProServices?name={Ship To Contact(Order (Order))}&email={Email(Ship To Account (Account))}&OrderID={Order ID(Order (Order))}&Company={Customer(Order (Order))}&skip=0
This displays the correct URL with the correct CRM values like: https://secure.website.com/ProServices?name=JonDoe&email=jdoe#email.com&OrderID=ORD-123456&Company=FakeCompany&skip=0
However, the URL itself is still missing the values so if the customer clicks on the link, the incorrect parameters will be sent. It does work if the customer were to copy and paste the link text instead of clicking the URL but most customers would rather click the link.
I even tried used an HTML anchor tag but that also didnt work.
Has anyone else encountered this problem?
Any help would be appreciated.
Here's some blog posts that helped but still looking for answers.
http://dotnetskills-reenapatel.blogspot.com/2014/02/how-to-form-dynamic-hyperlink-url-for.html
http://www.magnetismsolutions.com/blog/paulnieuwelaar/2012/06/25/dynamic_clickable_email_hyperlink_dynamics_crm_2011_workflow
If you want to use hyperlink then you have to do something similiar to what CRM does for field Record URL(Dynamic).
You can create a new field on the entity say 'EntityName Hyperlink'. Then use plugins to set this value to the desired link on create event.
You can then use this field to create your hyperlink. We do something similair for our case entity we have field Case Hyperlink which i set on create event.
Then we insert it on outgoing emails like this
<hyperlink><name>Hyperlink</name><value>{Case Hyperlink(Case)}</value></hyperlink>
We ended up creating a custom workflow activity to add the hyperlink using SparkleXRM
Related
I have a form and sheet but I'm not sure which is better to use to pull data from or create the trigger of form submit.
I am trying to create an email response to a form that is based on a google doc with images and text and will pull the name and responses from the form (or sheet).
Here are the work files. I will need to add this script to a different form/sheet later.
https://drive.google.com/drive/folders/1MhHOPjMD0JwVgP98majrKBPk-Cf1_Uwn?usp=sharing
There is actually an existing template for something related to what you are asking for in this Google developer documentation https://developers.google.com/apps-script/samples/automations/content-signup where you can easily make a copy of the file and change the values based on what you need.
This is basically allowing you to send emails from a trigger "onFormSubmit" based on what people filled in the Google form. Please let me know if you actually need the full code though! Or what exactly you are trying to achieve if the template is not working for you.
I am having trouble finding a solution to this and would love to any thoughts or suggestions.
The overall aim is to dynamically generate a private link within an email, used to register/login users anonymously. Only those with a link will be able to access the app, and they will otherwise remain anonymous (i.e no link to their email address - identified only by the number included within the dynamic link). Obviously, if they share this URL, anyone can log in as them.
I would like to generate some sort of embed code that customers may copy/paste as part of an email template. Ideally, This code would dynamically create a unique identifier for each recipient on delivery. We will not be able to send a dedicated email to do this. For example, a customer clicks 'Generate embed link' within the admin panel. They will be provided with a html string that they may include within their email template, eg:
<html :href="www.myapp.com/customer1/register/batch1/{{dynamic_id}}"></html>
On receiving this email, the link may look like this:
<html :href="www.myapp.com/customer1/register/batch1/7877346"></html>
The idea is that the user could click the link and automatically register/log in using this URL. It is crucial that no one can see this URL other than the recipient, and there is no way of linking the sent email back to the dynamically generated ID. GDPR, bah :(
Hope this makes sense. Happy to hear alternative solutions or limitations here.
Thanks in advance.
I want an spfx made webpart that I've made be able to send an email (I'm using IEmailProperties at the moment) which provides a link to a modal form?
For example:
User clicks button in webpart, form loads.
User fills out form and submits it to SP list.
Form sends email on submission. Email has a link to the actual item created, so when the user clicks the provided email link, it opens up the modal form.
I would presume that the user would HAVE to be sent to the SP page where the webpart is unconditionally, but would it be possible to open up the modal corresponding to the SP list item?
Is this feature available in SharePoint framework, because if it isn't, compared to something like InfoPath 2013 or PowerApps it's quite a limitation.
I've researched this with several shallow Google searches and on gitHub for any premade stuff, but alas there is nothing that I've spotted.
I've been told IT IS possible:
"Yeah, they’d have to visit the page. Email clients don’t do JavaScript so you can’t really do interactive stuff there. If you want to take them directly to a page that then displays a modal, that’s plenty possible though. (e.g. display the modal based on if the URL contains a certain string)"
But wouldn't know how to do the above, can anyone start me on the right path?
Regards,
T
In the email, pass a query string containing the item ID/list ID etc of the item, then have the webpart read the See: How can I get query string values in JavaScript? If your values exist. If they do exist, then open the modal using some kind of framework like bootstrap or fluent UI. You can write your own form using PnPjs or use an iframe potentially to display the OOTB edit form.
Additionally, you can link to any page in SharePoint provided you use an extension instead of a webpart to host the modal. You can install extensions tenant wide, and have it listen for the query string.
The customer in Netsuite gets an email with the generated invoice attached as a pdf. The requirement is to change the body of the email. I am unable to locate the template that has this info to modify. Please advise.
The current body of the email is:
"Please open the attached file to view your Invoice.
To view the attachment, you first need the free Adobe Acrobat Reader. If you don't have it yet, visit Adobe's Web site http://www.adobe.com/products/acrobat/readstep.html to download it."
`Customize-->Transaction Forms-->Whichever invoice form you're using`.
Under this form you should be able to choose which email template to send.
To find this email template,
Customize-->Transaction form PDF/HTML layouts
Under this menu you should be able to select and customize the email template however you want. Make sure the template you edit corresponds to the template that is showing on the form.
You may need to or have the desire to enable advanced/PDF/HTML templates, which allows you to edit and customize forms in a much more robust fasion using HTML/XML/CSS, Freemarker, and BFO. (See suiteanswers: 48703)
I know the original post is several years old, but I too found myself searching for answers recently in stackoverflow so I thought I would post the answer to this questioon.
Use the global search bar to type in Email Template. You can customize from there. I've attached a screenshot that replaces the generic message
"Please open the attached file to view your Invoice.
To view the attachment, you first need the free Adobe Acrobat Reader. If you don't have it yet, visit Adobe's Web site http://www.adobe.com/products/acrobat/readstep.html to download it."
It has been awhile since I found and got this email template to work, so it is possible there may be another section where you have to set the preference to use this customized email template.
I have a form on the home page of quotedjobs.com that I would like to persist the field values of across pages.
For example: A user enters some values in fields, such as job title (textbox), job type (list) and job description (text field). Underneath that I ask users to register on the site, but they have the option to click a link to allow them to login if they are already members.
What I would like to be able to do, is to redirect users to another form that is a copy, but allows them to login instead of register, but keep hold of the values that they entered in the title, type and description form of the previous page so they aren't losing their work.
I have seen the ninja_forms_processing variable in the docs, but I'm not clear on how to use that.
TL;DR - You can't.
As it was slim pickings here, I sent an email over to support. Got this response:
Hello,
At this time this use case is not possible in Ninja Forms. The plugin is currently unable to transfer data from field to field or between forms.
I’m sorry that we do not have a better solution for you at this time.
Thank you,