Customize Model Driven Activities

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Posted on 25 Jun 2021 13:46:09 by Power_Dude

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Hi,

I'm trying to create my first Model Driven app. When I for example choose to send an email (activity), can I change the "To" field to lookup in a different custom created entity instead? Or do I have to use the "Contact" entity.
If this is not possible, is it possible to make it only lookup in the "Contact" entity and not "Users" and "Queues" etc. ?

I have been trying to google it but cant find anything. I'm also working in a Norwegian solution so finding the right words to google is not always that easy 😅

Thanks.

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Power_Dude 167 on 28 Jun 2021 at 12:13:51

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Re: Customize Model Driven Activities

@Mira_Ghaly Thanks! This works great. But I think I will rename the Contact entity to a preferred name, create custom columns and make all contacts available for entire organisation (which I hope is possible via security roles)
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Mira Ghaly 11,409 Super User 2025 Season 1 on 26 Jun 2021 at 11:34:55

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Re: Customize Model Driven Activities

@Power_Dude

The To Column in dataverse is a special type called party list and you can't change the types that appear in it like removing Users and Queues but yes you can link a custom entity to it.

To enable a custom entity/table to appear on the To field:

Open the Entity -> Settings-> Set the Field Send Email to Table = Yes; Save and Publish your table, this will create a new email address field in your entity / table

Now if you try to create email activity; you can see your custom table in the To: