D365: Send email in X++ using email templates

Product:

Dynamics 365 for Finance and Operations

Purpose:

The purpose of this document is to demonstrate how we can send emails in X++ using built-in email templates. For demonstration purposes we’ll be using standard email template CnfmOrder. This email template is used to send email to customer when a sales order is confirmed.

Business requirement:

Automate sending email to customer’s contact when a sales order is confirmed.

Prerequisites:

Email parameters must be configured.

Development:

You can find built-in email templates in the system under:

Organization administration > Setup > Email templates

Note that we have keyed in the sender email field as it will be used in the code as the “Sender”.

image

You can use the following code to automatically send email using X++. The given code also handles inserting placeholder values in the email template. It uses salesId variable which is a global class member and is provided by the caller class.

public void generateEmail()
{
   // Tokens for email template replacement
   #define.SalesIdToken('salesid')
   #define.CustNameToken('customername')
   #define.DeliveryAddress('deliveryaddress')
   #define.CustomerAddress('customeraddress')
   #define.ShipDate('shipdate')
   #define.ModeOfDelivery('modeofdelivery')
   #define.Charges('charges')
   #define.Discount('discount')
   #define.Tax('tax')
   #define.Total('total')
   #define.LineProductName('lineproductname')
   #define.LineProductDesc('lineproductdescription')
   #define.LinePrice('lineprice')
   #define.LineQuantity('linequantity')
   #define.LineNetAmount('linenetamount')

   SalesTable salesTable;
   SalesLine salesLine;
   CustTable custTable;
   ContactPerson contactPerson;
   SalesTotals salesTotals;
   SysEmailId emailId;
   Map templateTokens;

   str emailSenderName;
   str emailSenderAddr;
   str emailSubject;
   str emailBody;
   str emailToAddress;

   salesTable = SalesTable::find(salesId);
   salesLine = SalesLine::find(salesTable.SalesId);
   custTable = CustTable::find(salesTable.CustAccount);
   contactPerson = ContactPerson::find(salesTable.SixCustContactPersonId);
   salesTotals = SalesTotals::construct(salesTable);
   emailToAddress = contactPerson.email();
   emailId = salesTable.SixSysEmailId;

   templateTokens = new Map(Types::String, Types::String);
   templateTokens.insert(#SalesIdToken, salesTable.SalesId);
   templateTokens.insert(#CustNameToken, custTable.name());
   templateTokens.insert(#DeliveryAddress, salesTable.deliveryAddress().Address);
   templateTokens.insert(#CustomerAddress, custTable.address());
   templateTokens.insert(#ShipDate, strFmt("%1", salesTable.ShippingDateRequested));
   templateTokens.insert(#ModeOfDelivery, strFmt("%1", salesTable.DlvMode));
   templateTokens.insert(#Charges, strFmt("", salesTotals.totalMarkup()));
   templateTokens.insert(#Discount, strFmt("", salesTotals.totalEndDisc()));
   templateTokens.insert(#Tax, strFmt("", salesTotals.totalTaxAmount()));
   templateTokens.insert(#Total, strFmt("", salesTotals.totalAmount()));
   templateTokens.insert(#LineProductName, salesLine.itemName());
   templateTokens.insert(#LineProductDesc, salesLine.itemLineDisc());
   templateTokens.insert(#LinePrice, strFmt("%1", salesLine.SalesPrice));
   templateTokens.insert(#LineQuantity, strFmt("%1", salesLine.SalesQty));
   templateTokens.insert(#LineNetAmount, strFmt("%1", salesLine.LineAmount));
      
   if (emailId)
   {
    [emailSubject, emailBody, emailSenderAddr, emailSenderName] =
      SixCustVendEmailController::getEmailTemplate(emailId, custTable.languageId());
   }
      
   var messageBuilder = new SysMailerMessageBuilder();
   messageBuilder.addTo(emailToAddress)
    .setSubject(emailSubject)
    .setBody(SysEmailMessage::stringExpand(
      emailBody, SysEmailTable::htmlEncodeParameters(templateTokens)));

   if (emailSenderAddr)
   {
    messageBuilder.setFrom(emailSenderAddr, emailSenderName);                
    SysMailerFactory::getNonInteractiveMailer().sendNonInteractive(messageBuilder.getMessage());
   }
}

The generateEmail() method calls the following method to get the email template:

protected static container getEmailTemplate(SysEmailId _emailId, LanguageId _languageId)
{
   var messageTable = SysEmailMessageTable::find(_emailId, _languageId);
   var emailTable = SysEmailTable::find(_emailId);

   if (!messageTable && emailTable)
   {
      // Try to find the email message using the default language from the email parameters
      messageTable = SysEmailMessageTable::find(_emailId, emailTable.DefaultLanguage);
   }

   if (messageTable)
   {
      return [messageTable.Subject, messageTable.Mail, emailTable.SenderAddr, emailTable.SenderName];
   }
   else
   {
      warning("@SYS135886"); // Let the user know we didn't find a template
      return ['', '', emailTable.SenderAddr, emailTable.SenderName];
   }
}

Once triggered, the code sends out the email through the configured SMTP server and can be found in the inbox:

Advertisements

D365: Create lookup in X++

Product:

Dynamics 365 for Finance and Operations

Purpose:

The purpose of this document is to demonstrate how we can create a lookup in X++ and attach it to an extension field added to the form extension of standard Sales order form. This is a good example to see how we can use event handling to achieve our goal without modifying the standard code.

Business requirement:

Display contacts of the customer in a lookup for which the sales order has been raised.

Development:

You can find the event handler below which handles the lookup event of a form control. This form control is added to the extension of SalesTable standard AX form.

[FormControlEventHandler(formControlStr(SalesTable, SixSalesOrderConfirmation_SixCustContactPersonId),
FormControlEventType::Lookup)]
public static void SixSalesOrderConfirmation_SixCustContactPersonId_OnLookup(FormControl sender, FormControlEventArgs e)
{
Query query;
QueryBuildDataSource qbdsContactPerson;
QueryBuildDataSource qbdsCustTable;
QueryBuildDataSource qbdsSalesTable;
SysTableLookup sysTableLookup;
SalesId salesId;
FormControlCancelableSuperEventArgs event;

event = e as FormControlCancelableSuperEventArgs;
salesId = sender.formRun().design().controlName(formControlStr(SalesTable, SalesTable_SalesId)).valueStr();

query = new Query();
qbdsContactPerson = query.addDataSource(tableNum(ContactPerson));

qbdsCustTable = qbdsContactPerson.addDataSource(tableNum(CustTable));
qbdsCustTable.joinMode(JoinMode::InnerJoin);
qbdsCustTable.relations(false);
qbdsCustTable.addLink(
fieldNum(ContactPerson, ContactForParty),
fieldNum(CustTable, Party));

qbdsSalesTable = qbdsCustTable.addDataSource(tableNum(SalesTable));
qbdsSalesTable.joinMode(JoinMode::InnerJoin);
qbdsSalesTable.relations(false);
qbdsSalesTable.addLink(
fieldNum(CustTable, AccountNum),
fieldNum(SalesTable, CustAccount));

qbdsSalesTable.addRange(fieldNum(SalesTable, SalesId)).value(SysQuery::value(salesId));

sysTableLookup = SysTableLookup::newParameters(tableNum(ContactPerson), sender);
sysTableLookup.addLookupfield(fieldNum(ContactPerson, ContactPersonId));
sysTableLookup.addLookupfield(fieldNum(ContactPerson, Party));
sysTableLookup.parmQuery(query);
sysTableLookup.performFormLookup();

event.CancelSuperCall();
}