Add email template when creating email activity record with Javascript

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Posted on by kcward55

Hello,

I am creating an email activity (Timeline) and want to include an existing email template when it is created.

The last line of code in the example shown is not working. It does not create an error but appears to be simply ignored. Everything else is working great.

Any ideas as to how to resolve this are appreciated.

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Microsoft Dataverse with Power Apps

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a33ik 3,306 Most Valuable Professional on at

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Hello,

What you developed is not intended to work. If you want to send an email based on the template you should use the "SendTemplate" message. In order to precook initial version of JavaScript I would recommend using XrmToolbox and Dataverse Rest Builder plugin

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kcward55 65 on at

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Hi @a33ik

Thanks so much for your reply.

I don't think "SendTemplate" is going to work for me in this case.

I am creating an 'email activity' in a timeline and my intent is that the 'email activity' is created in draft status, which the user can then edit as required before sending.

The email template to be used is easily determined based on conditions in the 'regarding' record, but if I am not able to specify the template to be used when the record is created, the user will have to do that manually.

If you have any other suggestions I would appreciate it very much.

Thanks again for getting back to me.

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a33ik 3,306 Most Valuable Professional on at

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Gotcha!

In this case, if you want just to create an email it'll be 2 steps operation:

1. Use the InstantiateTemplate message to create an email placeholder.

2. Use this placeholder to populate from/to other required fields.

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kcward55 65 on at

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Hi @a33ik

Based on the reading I have done as a result of your reply, I am certain that your suggestion is what I need to do in order to achieve the result I am looking for.

Being a self-taught rookie with Power Apps and JavaScript it will probably take me some time to work through it.

In the meantime I will mark this as the 'accepted solution'.

Thanks again for your help. I really appreciate it.

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