How to create a search box for an email template object?

Question

I want to add a new field to my own form. This should be the type “Lookup” and the type of the target entry “email template”. By default, CRM 2011 does not contain this object in the list of target entries.

Any suggestions?

Thanks!

Answer 1

I do not think that you can do what you are looking for. If your goal is to ultimately send and send email using the template that you would choose in your search, you can try replacing it with a set of options with values ​​related to your templates. Then, in the workflow, you can check which item has been selected in the validation state, and then for each call to the Send Email action, indicating a template that matches your selected value.

Answer 2

We have one and the same requirement for the client and managed to solve it. We have created a Silverlight control that displays all email templates and when clicked on it saves the GUID of the email template in the line box.

When a process is started to send an email, it converts the string back to a GUID to get a template entry.