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Automatically Populate Email Subject with Regarding Entity Field

  • 1.  Automatically Populate Email Subject with Regarding Entity Field

    TOP CONTRIBUTOR
    Posted Feb 10, 2020 05:55 PM

    When creating a new email from the Timeline on a record, we would like the Email Subject to automatically populate with the regarding object's name.  For this situation, I am only working in emails created from an opportunity.  It could be expanded to other entities in the future.  I have checked the relationship and do not see a way to edit the mapping.  Business Rules do not allow to pull a field value from a related record.  A workflow only allows the field to populate after clicking Save.  While that is not the end of the world, I know it will confuse and bother at least some of our end users.

    Will I have to use JavaScript to populate it OnLoad, or does someone have another idea or solution they have used?  Thanks in advance!



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    Ben Edgren
    CRM Applications Manager
    Hufcor, Inc
    Janesville WI
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: Automatically Populate Email Subject with Regarding Entity Field

    TOP CONTRIBUTOR
    Posted Feb 11, 2020 02:46 AM
    Your workaround here is to have another workflow that populates a field in the opportunity entity with the name of the lead or contact in question - that way you can easily pull it into the email subject.

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    Donal McCarthy
    Digital Marketing Administrator
    BrightWork
    Galway
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 3.  RE: Automatically Populate Email Subject with Regarding Entity Field

    TOP CONTRIBUTOR
    Posted Feb 11, 2020 09:11 AM
    @Ben Edgren

    If this is a "universal" feature, you can also use a plugin that would automatically fill the subject on create.​

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    Rex Kenley Tan, MCSA, MCSD
    Tallmadge OH
    https://www.youracclaim.com/users/rex-kenley-tan

    *Always be CURRENT with JavaScript & C#, NEVER be obsolete.

    DISCLAIMER: All views expressed on this site are my own and DO NOT represent the opinions of ANY entity whatsoever with which I have been, am now, or will be affiliated.
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 4.  RE: Automatically Populate Email Subject with Regarding Entity Field

    TOP CONTRIBUTOR
    Posted Feb 11, 2020 12:31 PM
    Edited by Ben Edgren Feb 11, 2020 01:48 PM
    Thank you for your suggestions!

    @Donal McCarthy I may not have been clear in my initial post.  What I would like is:
    1. Viewing an Opportunity record
    2. In the Timeline, click the + and then Email
    3. When the email opens, it automatically pulls the Opportunity Name into the Email Subject

    @Rex Kenley Tan, I figure that may be best globally for the system, but I'm just a copy/paste developer.  So we'll probably expand to a plugin when we hire a developer for other work in the future.​​

    ------------------------------
    Ben Edgren
    CRM Applications Manager
    Hufcor, Inc
    Janesville WI
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


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