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Error in mail workflow

Question
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I have two question about this sending mails:
1) When I configure the mail in the workflow option, if I open the send email window, I see the error:
The e-mail below might contain script or content that is potentially harmful and has been blocked.
2) How can I add the notes of the case to the mail body?
Thanks in advanceTuesday, July 21, 2009 8:42 AM
Answers
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Tell me if I have this correct and then I will send you the steps.
You want to send an e-mail notification to someone (who do you want it to go to?), when the Case is resolved.
You want the e-mail to contain the information in the Description field of the Note attached to the Case.
I am going to assume there is only one Note attached per Case.
Can you please provide a complete list of requirements. Having that should minimize the back and forth. Thank you
Best Regards, Donna- Marked as answer by Jim Glass Jr Friday, July 24, 2009 4:01 PM
Friday, July 24, 2009 1:42 PM
All replies
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You can ignore the e-mail message about the script when you open the e-mail for view, it is just a warning.
To add the notes to the mail body of the e-mail, you may need to create a child workflow using the entity Note. Send the e-mail from that workflow so you can add the body notes of the Note field to the e-mail.
Best Regards, Donna- Proposed as answer by Donna EdwardsMVP Thursday, July 23, 2009 4:17 PM
Thursday, July 23, 2009 4:17 PM -
For me it is not a warning, because when I send the mail, I receive the mail with the body empty. I am really new... How to configure the child workflow to send the email if the other data is in the first workflow? What are the steps to do it? What I have now is one workflow, like this one:
http://blog.customereffective.com/blog/2008/07/automate-case-u.html
Friday, July 24, 2009 11:46 AM -
Tell me if I have this correct and then I will send you the steps.
You want to send an e-mail notification to someone (who do you want it to go to?), when the Case is resolved.
You want the e-mail to contain the information in the Description field of the Note attached to the Case.
I am going to assume there is only one Note attached per Case.
Can you please provide a complete list of requirements. Having that should minimize the back and forth. Thank you
Best Regards, Donna- Marked as answer by Jim Glass Jr Friday, July 24, 2009 4:01 PM
Friday, July 24, 2009 1:42 PM -
The requirements are:
1) Send an e-mail notification where the case is resolved to the customer (send it using exchange and it will go to the customer to his outlook)
2) In the body or description field I want to add all the notes added to the case. It can be more than one note.
Now I can send an email, but I can not add to the description of the mail any field (like title)
ThanksMonday, July 27, 2009 1:46 PM -
Since there may be several notes that you need to include in the e-mail body, then you probably want to either create a plug-in, javascript or other code to add the note Title and not Desription to a ntext type field on the Case form. then you could easily place the content in your e-mail that is generated when the Case is resolved.
Otherwise you can create a custom workflow that triggers when the case is resolved and loops through the notes to gather all the Note titles and descriptions and add them to the e-mail.
I don't have sample code for either of the above but you can look through the SDK for examples of how to build javascript and create other types of customization.
The easiest thing would be to have the client change their business process and create a ntext field for them to use for case updates that they want delivered in the e-mail. I don't know if that is a viable option.
Best Regards, DonnaMonday, July 27, 2009 2:17 PM -
And what about if there were only one note? Could it be easier? I can convince to edit the same note, instead of adding some notes.Thursday, July 30, 2009 3:33 PM
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Yes, that would be easier and you should be able to do that with the 'standard' workflows. I can provide the steps for that and we can work through any issues.
However, the most simple solution would be to use the Description field of the Case or add another ntext field to the Case and name it Case Updates. The users can use that field to add all the case updates then you would simply place that field in the body of your e-mail.
Best Regards, DonnaThursday, July 30, 2009 3:46 PM