I have a form I have reated that I now need to have sent to multiple recipients through MS outlook. I have no problem creating a hard coded email address and submitting the information to my database through the Submit button, however I need to be able to adjust the email addresses on the fly or give the users the option to add email recipients. I have researched online and found that there is a built in function for this that links to the address book in outlook, however my systems admin has deactivated this feature. So any assistance on how to perform this type of function would be greatly appreciated.
I ended up going aroung the built in feature that was disabled by systems. In the email rules I selected my database table that housed both the office name and email address in the To: & Cc: fields through the function button. While in the function I selected my field named distro list and selected filter. There I built a logic that states
#Distro[#Office = #Office]
Where the first # Office is a reference to the field in the Disro List table, and the second # Office is from the main data connection. This filter is basically saying return the distro list that is present in the table when the displayed main connection Office field is equal to the Distro List Office field. Works like a champ.
Related
Searching using Global Text Search
No Record found even though the record is there in the contacts custom table.
Found the solution. Added the custom table into the Search Groups and now it is working.
Global search is not working for contacts in ServiceNow CRM. Do we need to configure anything to workout the phone number or name search globally?. I am new to Servicenow, Please help me how to enable this to perform global search.
How can I read a people picker field and query AD to load additional fields related to the person in the field. Example: Employee Name; load information want to load email address, phone number. the InfoPath form is being used with Nintex Workflow and SharePoint 2010.
I have searched and have not been able to find answer.
Thanks
D
Unfortunately I don't have enough reputation points yet to leave a comment, but your question really doesn't provide enough detail. So any answer provided is going to be based on assumptions. You don't even clarify what version of InfoPath you're using.
That said, a good place to start is to create a data connection to receive data. You'll need to select the web service option and will then need to enter in the web server address. The address will probably be in the following format:
http://yourservernamehere/_vti_bin/userprofileservice.asmx?wsdl
Replace yourservernamehere with the address of your SharePoint server. Then, you'll need to select GetUserProfileByName as the operation you need. Just keep on clicking next and then finish to complete the connection.
You will then have to view the data source within InfoPath to see what fields are available and map the ones you want to the fields you want prepopulated on your form.
All this is based on my own assumptions, so I can't guarantee it will work in your scenario. Happy to assist if you still need help and are able to provide more details.
To autocomplete you can use your e-mail or phone number fields, with a new action rule. This is due to people picker fields not allowing any action rules applied to them.
The web service option mentioned in another answer unfortunately no longer works in SharePoint Online. Please use a data connection the hidden User Information List located on the stem of your SharePoint site instead.
Condition:
Use the condition DisplayName is not blank by using "Select a field or group..." in advanced view and selecting your people pickers DisplayName field
Actions:
Set a field's value
Field: User Information List data connection queryFields DisplayName of people picker
Value: your forms DisplayName of people picker
Query using a data connection: User Information List data connection
Set a field's value
Field: your forms email or phone number field
Value: data fields > Work_email / Work_phone of your data connection
I have a list named "Students" of 500 members. Email will be sent to each member. Two things in the email content will be specific to each member. First one is:
Dear Michael
Michael will be replaced by each members First Name. Second is:
Click here
Click here will have a link behind redirecting each member to different target.
Followed this How to Create a campaign in MailChimp using ASP.Net
I am able to create a campaign using API, but I need to go further with or without API.
I've done this before for an email using personalisation. I didn't send it through MailChimp but I found this article that could help you: http://kb.mailchimp.com/article/getting-started-with-merge-tags/
In your list if you add a field for the student's first name and another field for the the link then you should be able to use merge tags to add that data to wherever you want it to be in your email.
I've installed CRM 2011 to see if I can tailor it to our business. We do repairs, I want to be able to book in a contact (client) and then a case and have the clients number and address print on the case form. All I can find are fields relevant to the case and not client, any idea on how I can select them?
To get fields from the contact onto the case form you could -
Create redundant fields on the case form for the fields that you want to port over from the contact, and then edit the mappings of the relationship from Contact to Case to map those fields to the case.
Create a web application that loads contact data and then add it to an iframe on the case form. Make it so that the web application accepts the case id in the query string of the URL so that it can look up the related contact and load its details within the web app.
Add JScript (or HTML resource in 2011) to the case form to load the contact values on the fly. You will have to use SOAP XML (or REST endpoints in 2011) messages to pull the data from the CRM service and then can inject it into the CRM case form's DOM.
Option 1 is the quickest solution but will not be realtime (only comes over when the case is first created and must be related to the contact on creation. Option 1 also adds some database redundancy.
Option 2 is the most supported realtime solution, but also requires the most work.
Option 3 is easier than option 2, but any DOM injection will likely not be supported for future releases.
EDIT
To use the mapping option, go to Settings > Customization > "Customize the System". Expand the Case item in the left hand navigation. Then click on N:1 relationships and open the relationship "incident_customer_contacts". This relationship connects the contact to its cases.
On the relationship window click on "Mappings" in the left hand navigation. This controls what fields are mapped from the case when it is created.
Click new and select the contact field from the left that you want to map to the case on the right. Repeat this for each field that you want mapped. Note that the fields need to be the same types, and if they are option sets, they will have to have the same underlying integer values for each of their options.
Now when you create a new case from a contact (or set the contact during the create), the fields should map onto the case.
Seeing as how Craig mentioned he's using CRM 2011, I felt I'd clarify that for Option 3 of Cole's suggestion, you can also use SOAP Xml against the Organization Service, or just use the REST endpoint and both will be supported. So long as you utilize CRM's Xrm.Page object to display the data on the form and don't do any other DOM manipulation, you should be fully supported.
Another Option, "Option 2b" we'll call it would be to add fields to the form for the data you want to be loaded, then add a plugin registered to the Retrieve of the case entity that would populate those fields on the fly for you. No redundancy other than the fields on the form at that point.
I would personally recommend Option 2b if possible because there will not be any lag in loading the data onto the form, and it provides for minimal data redundancy, minimal service calls, and the least amount of additional customizations.
My option is a lot easy one. All we are doing is using Dialog to create cases and in the dialog fields you can get contact detail dynamically. At the end of the form when you create new case, use this dynamic values to submit in Case form.
We get times when customer tell us that the phone number is changed since last time and this method gives you option to change customer's details on the fly and submit both in Contact Entity and Case entity at the same time.
In my project i am sending a mail to the user to create a user account. I want to enable that link for the first time he/she clicks the link. if he clicks the link for more than 2 times,then it should go to custom error page.how to do this?
This depends on how the link is generated.
For example: If your link contains a username as GET-parameter, then you could simply query your database if the username is already in use. I would advise against that, because the user can easily change that GET-Parameter
I would recommend this: Your link should contain a unique identifier, most likly a hash. This hash is stored somewhere, to garantee it's uniqueness, like in the usertable of your database (a column for the hash of the registration link). That might also come handy, because you could create new user rows and already prefill them with necessary information. You could use these information upon rendering to insert text into the textboxes