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How to create lookup field for e-mail template entity?

I want to add new field on my custom form. It should be 'Lookup' type and with target record type 'Email template'. By default, CRM 2011 doesn't contains this entity in target records list.

Any suggestions?

Thanks!

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lazarus Avatar asked Feb 08 '12 15:02

lazarus


1 Answers

I don't think you can do what you are looking for in that manner. If your goal is to ultimately send and email using the template you would have selected in your Lookup, you might try replacing it with an Option Set with values relating to your templates. Then in a workflow, you could check which item was selected in a Check Condition and then for each call the Send Email action specifying the template that corresponds to your selected value.

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Jason Lattimer Avatar answered Sep 20 '22 17:09

Jason Lattimer