When creating a new event in salesforce, linked to an opportunity, there is an option to 'add invitees' where you can select multiple contacts. When adding invitees, does this send a notification to these contacts with the info entered within this event?
Thanks
The answer is yes.
Salesforce will send an email to notify invitees about the meeting.
If your need to add custom fields, you should change the email template.
Related
I want to trigger a specific notification that will contain catalog variable item details on how to do this in servicenow.
Make an email script and call that email script in your notification.
Please follow the below steps:
Create an email script:
Create notification and call that email script in the notification.
After the email is a trigger and user click the link that you have made in notification "Catalog item" will open.
Regards,
PKG
You can add ${variables.[variable]} in a notification's body and it will replace it with the variable you need to get.
You can also do this with a mail script, but I don't recommend that unless the mail script is going to be used in more than one email or the variable needs special formatting.
If you handle the related business logic with a Flow Designer Flow on your Catalog Item, you can use Action: Get Catalog Variables, and then use a Send Email Action to compose the email.
The variables and its values will be available due to the Get Catalog Variables action, use the data picker to include the data in the email.
Documentation:
https://docs.servicenow.com/bundle/sandiego-application-development/page/administer/flow-designer/reference/get-cat-variables-flow-designer.html
https://docs.servicenow.com/bundle/sandiego-application-development/page/administer/flow-designer/reference/send-email-flow-designer.html
Background
I'm trying to create an appointment calendar using GSuite and Google Calendar API. When a user (no Google account and outside the GSuite organization) creates an appointment, I'm trying to create a Calendar event on the Calendar of an organization member via the Google Calendar API and generate a Hangouts meeting link.
Problem
I can create the event and the Hangouts meeting link, but I cannot create a custom label for the video link. I was able to make it slightly unique by adding an attendee with a fake email xczczf#example.com to John Doe's calendar to get a label of doe-j-xcz, but I would like full control over the label if possible.
Attempted Solutions That Didn't Work
Create the event and provide a conferenceData.createRequest and an entryPoint with the desired label.
Create the event first and then send a patch with the information described in 1
Changing the conferenceId
After messing around with the API Explorer, a custom label can be made by:
Creating the Cal event and adding a meeting link using a createRequest
Send a Patch with conferenceData.conferenceId set to the unique label value
i am trying to add an attendee to a existing event using the google calendar api, i am using php, the problem is all existing attendees get an email notification of the updated event, any idea how to send the notification to the new attendee only?
This is possible directly in gmail like this:
enter image description here
Any help is appreciated
Use Patch, instead of update:
https://developers.google.com/google-apps/calendar/v3/reference/events/patch
I'm using Dynamics CRM 2015 (7.0.2.53) and Outlook 2016 (16.0.7766.7080) with the CRM for Outlook (7.1.1.3113) addin.
What I am trying to achieve is to give users the ability to specify an Activity Category against an email which they Track and Set Regarding from Outlook.
Currently, upon tracking and setting regarding on an email in Outlook, an Email Activity is created against the specified Entity record (let's say an Opportunity) in CRM, which is fine. The problem is that I cannot find any way to allow the user to specify an Activity Category for that created Activity either during the Track/Set Regarding process, or even after the Activity is created in CRM.
Is what I'm trying to achieve possible and if not, is there any other way to achieve a similar result, so that users can specify some value from a set of options against an email when they track it from Outlook to CRM, so that value can then be used for reporting purposes?
Basically there is no way of adding some custom functionality to Tracking Emails from Outlook. So you cannot add anything in Outlook plugin that will allow you to perform some operation on CRM side to set the Category right.
You can always make a plugin/workflow on Email creation in CRM and based on some email properties (topic, content, recipients etc.) set this category by youself - but of course users still will be unable to change it.
When email is created in CRM, it's disabled (because it usually already has been sent), but you can still modify it using workflows and dialogs. So you can always create a Dialog (https://msdn.microsoft.com/en-us/library/gg509010.aspx) and there you can prompt for proper category and set it on the email. So I can see a scenario like that - you have a view of Emails that are not categorized (or a Queue, where you put them in a plugin when user is tracking email from outlook). You pick Email, click "Start Dialog" which will be called "Set Category" or whatever, and set the category. Of course after this operation Email will vanish from the view. You can always create a reminder for the users to set the category for their mails, this should be included in new users training etc. Without any hardcore custom coding I think that's the only thing you can do (because if you don't mind writing more complex stuff you can always prepare some custom HTML5 control on Email form that will allow you to set the category field).
I would like to add a subgrid to a custom entity's form that shows the sent emails that background workflows have sent when certain actions occurred on the form.
How do I do this? Are emails already related to their entities or do I have to create a lookup relationship to the email entity?
You could use the regarding (regardingobjectid) field in the email entity. To use this lookup, you need to set the "Activities" checkbox in the configuration of the entity.
When a background workflow (CRM UI) send email for an entity, it automatically sets the RegardingObject as that entity record.
Associated views: You can see the Open items (Draft emails) in Activity & finished items (Sent emails) in Closed Activities.
You can show the same view or only outgoing emails in a subgrid with little efforts.