Workflow Activity send email which has a link to the Activity.

Workflow Activity send email which has a link to the Activity.

Post by QmlsbCBBbH » Sat, 29 Nov 2008 20:06:32


I create an Activity, which runs a Workflow which send an email. But I cannot
see how to set a link to the Activity in the email. The properties available
in the Email designer do not include a link to the Activity.
Corrent me if I am wrong, but it seems I must add an attribute (URL) to
each of the Activity Entities ( Email, PhoneCall, etc ), then a PostCreate
plugin which generates the url of the new Activity and assigns this URL to
the Activity. Then when the Activity Workflow fires it will have the link to
itself to put in the Email.
 
 
 

Workflow Activity send email which has a link to the Activity.

Post by TmVpbCBCZW » Mon, 08 Dec 2008 06:23:01

Hi Bill, you are, unfortunately, correct. Standard CRM workflow does not
provide a features that allows you to include a link back to the record that
instantiated the workflow instance.

You'll have to create a custom URL field on the activity and go from there...

Regards,
--
Neil Benson
Increase - Hosted Microsoft CRM with Beyond Demand service
www.increasecrm.co.uk