I have a marketing email in which I want to include some contact information dynamically, but I would like to encrypt it.
In my example, I have a button with a query string containing contact information that I would like to encrypt/obfuscate.
So far I have looked into two options:
Use handlebars to apply transformations
Add a new calculated field to the Contact
From the reading I have done, neither option is possible due to current limitations because:
I cannot add custom Handlebar helper functions to emails
Calculated fields are limited in terms of the operations that can be used
How can I do this?
Resources:
https://learn.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/define-calculated-fields?view=op-9-1#calculated-field-functions-syntax
https://learn.microsoft.com/en-us/dynamics365-release-plan/2022wave1/marketing/dynamics365-marketing/win-customer-attention-creating-conditional-dynamic-content-easy-to-use-no-code-experiences
https://learn.microsoft.com/en-us/dynamics365/marketing/conditional-content
https://learn.microsoft.com/en-us/dynamics365/marketing/dynamic-email-content#conditional-statements-and-comparisons
https://community.dynamics.com/365/marketing/f/dynamics-365-for-marketing-forum/395868/custom-code-in-marketing-email-for-multi-optionset
https://experience.dynamics.com/ideas/idea/?ideaid=1fe77cd1-7cca-ea11-bf22-0003ff68edf5
Related
I have a form on the portal which has some fields, those fields are all set to optional but on the portal they are required.
I don't know what makes them required.
There is no js code involved.
There are no business rules.
What should be the next thing I check ?
You should look for your Form in Dynamics. There in you can find Entity metada and it does have an option.
If not look directly under Form Options and there you will find Make All Fields Required
article for Reference
I am developing a series of Slack apps for my workspace, and some of them are meant to interact with the content (messages) delivered by the other apps : extracting content IDs that may be referred to by other messages
A concrete example :
Suppose I have an app A "FindUser" that is capable of giving me the user profile when a slack user types find me#example.com, and it replies in the thread with a formatted view of the user profile
I am developing an app B "EditTags", which basically gives me a right click option with "edit tags" (see Slack's Interactive Components/Actions), the idea being that a user could first ask app A to find a user, and then right click on the reply from App A and click the "edit tags" action given by the other app. What this app B does it actually retrieve the tags for the user mentionned by the previous message from app A, and in another reply to the thread it gives some controls to either delete an existing tag OR it shows a select with autocomplete to add new tags.
The B app needs to retrieve the user ID that the A app mentionned previously. So I need some way to pass that data directly in the slack message. When looking at the examples, slack does not seem to provide a way to add arbitrary "metadata" to a message, am I wrong ? Do you have workaround for this ? I mean I could totally send the user ID say, in the footer, so I can just read the footer, but I was planning to use the footer for something else... Is there a way to pass metadata hrough properties that would be hidden to the end user ?
Although this does not feel relevant, I am building a slack nodeJS app using the node slack sdk (and especially the #slack/interactive-messages package)
For the most part the Slack API does not provide any official means to attach custom data / meta data to messages. But with some simple "hacks" it is still possible. Here is how:
Approach
The basic approach is to use an existing field of the message as container for your data. Obviously you want to pick a field that is not directly linked to Slack functionality.
Some field are not always needed, so you can just use that field as data container. Or if its needed, you can include the functional value of that field along with your custom data in the data container.
For example for message buttons you could use the value field of a button and structure your code in a way that you do not need it in its original function. Usually its sufficient to know which button the user client (via the name field), so the value field is free to be used for your custom data. Or you can include the functional value of your button along with the custom data in a data container (e.g. a JSON string) in that field.
Serialization
All messages are transported through HTTP and mostly encoded as UTF-8 in JSON. So you want to serialize / de-serialize your data accordingly, especially if its binary data. If possible I would recommend to use JSON.
Length
The maximum allowed length of most fields is documented in the official Slack API documentation. e.g. for the value field for message buttons can contain up to 2.000 characters. Keep in mind that you need to consider the length of your data after serialization. e.g. if you convert binary data into Base64 so it can be transported with HTTP you will end up with about 1.33 characters for every byte.
Contents
In general I would recommend to keep your data container as small as possible and not include the actual data, but only IDs. Here are two common approaches:
Include IDs of your data objects and load the actual objects
from a data store when the request is later processed.
Include the ID of server session and when processing the request you
can restore the corresponding server session which contains all data
objects.
In addition you might need to include functional values so that the functionality of the field you are using still works (e.g. value of a menu option, see below)
Implementation
Dialogs
Dialogs provide an official field for custom data called state. Up to 3.000 characters.
Message buttons
For Message buttons you can use the message action fields / value. Up to 2.000 characters. Its also possible to use the name field, but I would advise against it, because the maximum allowed length of that field is not documented.
Message menus
For Message menus you can use the value field of an option or the name field of the menu action.
Usually the value field is the better approach, since you have a documented max length of 2.000 and it gives you more flexibility. However, you will need to combine you custom data with the actual functional value for each option. Also, this will not work for dynamic select elements (like users), where you can not control the value field.
When using the name field note, keep in mind that the maximum allowed length of name is not documented, so you want to keep you data as short as possible. Also, if you want to use more than one menu per attachment you need to include the actual name of the menu into your data container.
Normal message attachments
Normal message attachments do not contain any suitable field to be used as container for custom data, since all fields are linked to Slack functionality.
Technically you could use the fallback field, but only if you are 100% sure that your app is never used on a client that can not display attachments. Otherwise your data will be displayed to the user.
On the saving of Case record I want to assign the case to respective Agent based on case type , sub type and Client/Account,
I have a Assignee field on Account form which I need to get the Agent's name to Assign the case.
I am creating a custom workflow activity for that, but while writing it I stuck how to fetch Case forms record on which I apply logic.
Please suggest what is the good approach, do I need to make a retrieve call to fetch these parameters or something else.
While setting the Custom Step Input Properties drop down fields are not populating to select the Dynamics Values.
Better to use plugin, as the documented/supported preimage is available in plugin steps + flexible.
You have to look for type, subtype, etc in target entity (incident in your case) or preimage if needed to apply logic.
If you still want to use workflow, go ahead & follow this article.
we can always read Pre image and Post image in the plug-in for various purpose. However, in workflow, we may sometimes want to read Pre Image for some purpose. Now we can also read Pre Images and Post Images in the workflow using Execution Context. It uses the same Plug-in Architecture and hence we can use it to read Pre Images and Post Images. However, this concept is not documented in the SDK so it might be unsupported.
I store specific custom field for each transaction. I'd like to conduct a search by this field. I wouldn't like to retrieve too many transactions (can filter by payment method id, but still) and iterate through them on application side. So, I read a documentation, didn't find an ability to search by custom field (only by predefined). I didn't try it out, but probably it's possibly to do so by following the same pattern like
var stream = gateway.transaction.search(function (search) {
search.myCustomField().is("custom_field_value");
// or search.customFields.myCustomField().is("custom_field_value");
});
Thanks in advance
I work as a developer for Braintree. Searching on custom fields is not supported at this time. You can see all of the searchable transaction attributes listed here.
If you would like to discuss alternatives, I recommend emailing our support team at support#braintreepayments.com to see if there is another method to achieve what you are trying to do.
I am using a filter to apply object level permissions to a collection. Resources in a second collection have a many-to-many relationship with the first. On the browsable API, when creating resources in the second collection, the user is presented with a list of resources from the first to link it to. However, this list is not filtered, so the user can see values that they should not be able to see.
I've poked around the documentation and source a bit and I cannot see a way to add filtering to the queryset that generates the choices without overloading or modifying a bunch of code to pass the request data down (probably removing some of the collection specific data on the way) and then apply the filters.
Is there a better way to achieve this?
Currently there's nothing to support this out of the box. Pull requests are always welcome. If it's something you want to work on you may want to either open a ticket on GitHub or hit up the mailing list to discuss it first.