email activity from a custom entity - popolate email address in fo

[L@discussions.microsoft.com David L]

I am trying to send an email from a custom entity. I want the "To" field to
be populated with the email address from an attibute on the custom entity.

What jscript would be needed in the OnLoad eventy of the email activity form
to accomplish this?

The custom entity is named "consultant" and through workflow I have set up a
mirror record in the contact table so that the email address will resolve.
The consultant entity was made a custom entity as the contact enitiy is
populated with contacts that belong to accounts and we track very different
attribute about consultants that we do for account contacts.

I am a novice (or less than novice) with jscript. All feedback is appreciated.

David

[Mahain]

On Aug 31, 12:30 am, David L <David L...@discussions.microsoft.com>
wrote:

I David I am afraid you can't send mail to custom entity diretly it's
not possible OOB, but you can try to add your custom entity members to
a team and then you can follow the process here in this post
http://a33ik.blogspot.com/2009/10/custom-workflow-action-team-members-and.html

[David L]

Mahain,

Thanks for the reply. If I manually copy the email address from the parent
form (consultant) and paste it into the email form and hit send everything
works as I want. The only think is that the manual copy and paste is not
acceptable to my user.

I am looking for any way to automate this.

David

"Mahain" wrote:

> On Aug 31, 12:30 am, David L <David L...@discussions.microsoft.com>
> wrote:
> > I am trying to send an email from a custom entity. I want the "To" field to

> > be populated with the email address from an attibute on the custom entity..

> >
> > What jscript would be needed in the OnLoad eventy of the email activity form
> > to accomplish this?
> >
> > The custom entity is named "consultant" and through workflow I have set up a

> > mirror record in the contact table so that the email address will resolve..

> > The consultant entity was made a custom entity as the contact enitiy is
> > populated with contacts that belong to accounts and we track very different
> > attribute about consultants that we do for account contacts.
> >
> > I am a novice (or less than novice) with jscript. All feedback is appreciated.
> >
> > David
>
> I David I am afraid you can't send mail to custom entity diretly it's
> not possible OOB, but you can try to add your custom entity members to
> a team and then you can follow the process here in this post
> http://a33ik.blogspot.com/2009/10/custom-workflow-action-team-members-and.html

> .
>

[ChrisC]

Hi David,

I think what you want is to add [Consultant] to the entity dropdown on
the lookup and be able to browse your list of consultants??? If so, I
think you should be able to do this with Javascript in the email
onload/onsave events. Using IE Developer Tools you can see the [To]
button image is:

<IMG style="IME-MODE: auto" id=to class=ms-crm-Lookup-Party
title="Click to select a value for To." alt="Click to select a value
for To." src="/_imgs/btn_off_lookup.gif" req="0"
resolveemailaddress="1" showproperty="1" autoresolve="1"
defaulttype="0" lookupstyle="multi" lookupbrowse="0"
lookupclass="ActivityRecipient" lookuptypeIcons="/_imgs/ico_16_1.gif:/
_imgs/ico_16_2.gif:/_imgs/ico_16_4.gif:/_imgs/ico_16_8.gif:/_imgs/
ico_16_2020.gif" lookuptypenames="account:1,contact:2,lead:
4,systemuser:8,queue:2020" lookuptypes="1,2,4,8,2020">

I think you should be able amend this to masquerade as a N:1 entity
lookup - I have done something similar in the past when it's not been
possible to create a relationship to a system entity.

Regards,
Chris