Create Email Message using Template in Draft State

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Posted on by AnnyJone

I wanted to create email message in draft state including email template.

I am embedding template id by using templates(guid) in Add new row but email get generated without template.

Any help would be appreciated.

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Expiscornovus 33,801 Most Valuable Professional on at

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Hi @AnnyJone,

As far as I am aware the insert template is unbound type of action.

Maybe you could try and use the Perform an unbound action together with the InstantiateTemplate or SendEmailFromTemplate actions?

Roohi Shaikh has written a nice blog about this approach:

https://www.inogic.com/blog/2020/09/power-automate-send-an-email-using-the-email-template-part-1/

Hope this helps a bit?

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AnnyJone 2 on at

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Hi @Expiscornovus ,

Your solution is pretty good and provided link is very useful but I don't want to send an email I just want to create email in draft state along with a template in it.

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Expiscornovus 33,801 Most Valuable Professional on at

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Hi @AnnyJone,

As far as I understood the InstantiateTemplate method creates an email message from a template but doesn't send it yet.

Apologies, I wasn't clear in my previous reply. My suggestion was to try and use the approach used in the blog but use the InstantiateTemplate (creates email) instead of the SendEmailFromTemplate (sends email) action.

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Sinisa Kezic 4 on at

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I have done this with separate steps within power automate flow.

First you need to call instantiatetemplate:

After that compose an object from the body of the unbounded action and parse it to retrieve subject and description values from that object:

Then you need to create a new row of the Email Messages entity with the attribute description set to point to the extracted description:

Subject field can be set on the same record/step:

with this approach you can easily create an e-mail message using template in draft state.

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VIDIT 666 on at

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Thank you @Expiscornovus @Sinisak , I this helped me resolve my issue.

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Symnoian 10 on at

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I've been trying to get this to work and can't. I also want to create an email activity from a template but not send it. What are the other field in the instanciateTemplate unbounded action supposed to be? Your image is redacted and the documentation doesn't explain what they are.

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VIDIT 666 on at

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Hi @Symnoian, I had a similar requirement. and it is fairly simple to implement.

Step 1: I performed a Get Row by ID action on the email templates entity. and I used it in the Instantiate Template Action. I am also passing the Entity (Case) for which I am running the email template. I have also defined an Object type of variable to hold the body of the unbound action.
Step 2: now I got the object shown in the below image as the output from the unbound action, I used this object to create a Schema in the parse Json action.
I parsed the object from the unbound action with the provided Schema. and I get the Subject and Description that has been create by the email template.
then I am just creating an email message using and using the add a row action and adding the Subject and Description in that email message. this will just create an email message if you want to send that email there is another bound action to do that.
Hope this solves your issue

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stewbo 2 on at

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Thank you for the above article @ViditGholam . I have managed to successfully create the mail based on a template and I have also managed to add an attachment. My customer wishes to have control over the sending of the mail and wishes for it to be sent from a shared mailbox. I have set the shared mailbox up for users to send on behalf of them and approved and tested the account but when I click the send button I get an Invalid Argument message. I have also manually sent emails using the accounts I'm testing with and these work fine so I was wondering if you or anyone else on here have encountered the same issue?

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