Dialog - Query CRM Data does not get User record for Create Email
Question
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I have a dialog with a Create Email step. In that step, I would like to set the 'From' field to be from a specific User record so BEFORE the Create Email step, I am successfully doing a Query CRM Data step in order to get that exact User record. When I go into the Create Email step and click in the 'From' field, I go to my Process steps and select the query step in order to set the 'From' field to that exact User record. The problem is--there is nothing available that I can map:
Am I missing something? If my Query CRM Data record is successful, why can't I set the From field to be from that User? Any help is greatly appreciated. Thank you!
Answers
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Hi, since the Query can retrieve multiple results (even though your filter may only ever give you one) you will need to display the result(s) in a prompt and response of type multiple-options, and have the user pick the record to use. Since you will only have 1 result, they won't even need to select anything as it will default to the first item in the collection.
Once you have the prompt/response you can use the response in your from lookup.
If you have a page before the send email step, you could just tack it onto the bottom of that page.
Edit: It would be a cool feature though if you could have like a First or Default option for directly setting a lookup from the query results.
Hope that helps
Paul
If my response helped you find your answer please show your thanks by taking the time to "Mark As Answer" and "Vote As Helpful".
- Edited by Paul Nieuwelaar Saturday, August 10, 2013 2:33 AM
- Marked as answer by wikky2007 Saturday, August 10, 2013 1:07 PM
All replies
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Hi, since the Query can retrieve multiple results (even though your filter may only ever give you one) you will need to display the result(s) in a prompt and response of type multiple-options, and have the user pick the record to use. Since you will only have 1 result, they won't even need to select anything as it will default to the first item in the collection.
Once you have the prompt/response you can use the response in your from lookup.
If you have a page before the send email step, you could just tack it onto the bottom of that page.
Edit: It would be a cool feature though if you could have like a First or Default option for directly setting a lookup from the query results.
Hope that helps
Paul
If my response helped you find your answer please show your thanks by taking the time to "Mark As Answer" and "Vote As Helpful".
- Edited by Paul Nieuwelaar Saturday, August 10, 2013 2:33 AM
- Marked as answer by wikky2007 Saturday, August 10, 2013 1:07 PM
