Microsoft CRM 4.0 Workflow: How can I email a list of related Entities?
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03-07-2019 - |
Question
I'm building a workflow in Microsoft CRM 4.0 for an Entity E1. In this wf, I have to send an email. In the email, I have to print all entities of E1 that match certain conditions.
For example, it would be great the following mail:
Hi Carl, this is your list of account created until yesterday:
- account1, info
- account2, info
- account3, info
Ho can I do it? It seems I can't!
Solution
You will have to code a custom workflow assembly to create this type of email.
OTHER TIPS
Depending on when you need this kicked off there is actually a convoluted way to handle using native workflows. If it will be kicked off when a field on the parent entity changes to a certain value then do this.
- On the child entity create a workflow that runs on create and is a child workflow. The first step should be to wait until the relevant field on the parent entity has the correct value.
- Then under the wait condition, send your email
- Finally start the workflow again as a child workflow
- Then end the current workflow.
You can do also sorts of neat hacks if you aren't afraid of waiting workflows
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