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How to include Order details in a workflow? RRS feed

  • Question

  • Hi,

    I have a workflow which sends an email when a "Quote" converted to an "Order" (when new record created in the Order entity). However, I want to include the order products in this email. Is that possible? What's the best way to do that?

    Thanks.
    Sunday, October 18, 2009 12:59 PM

Answers

  • You can't do this in a standard way...

    The best way is to code a custom workflow activity that take the order as a parameter. In this WF activity, you can build an HTML table containing the order products, then use this table as output parameter.

    In your email, you can use the generated HTML table.

    Here is some sample code with a simple HTML anchor control. Just create an HTML table instead: http://mscrmtools.blogspot.com/2009/07/workflow-add-rich-html-content-in-email.html

    My blog : http://mscrmtools.blogspot.com You will find: Form Javascript Manager (export/import javascript from forms) ISV.Config Manager (graphical ISV.config edition - export/import) View Layout replicator (customize one view and replicate to others) And others (use tool tag on my blog)
    • Marked as answer by Jim Glass Jr Tuesday, October 20, 2009 4:14 PM
    Monday, October 19, 2009 6:51 AM
    Moderator