How do I parse HTML within a D365 Placeholder when sending workflow emails?

NEmms99 · January 7, 2025, 2:24pm

Hi,

I’m currently migrating our emailing from D365 to the Docentric Email client and have come across an issue when a Workflow Placeholder contains HTML.

The CKEditor does not appear to parse the HTML before it is sent as an email which means the emails just contain HTML tags.

Is there a way to have HTML within placeholders parsed before the email is sent?

Placeholder: %message%

Within %message%:

Rule application

Rule Name

Supply Planning Team - APAC

Kind regards,
Nat

AmirO · January 7, 2025, 2:42pm

Hi @NEmms99,

to use clean HTML within CKEditor, you need to switch to source mode and add the HTML code directly.

Source code:

After adding the HTML code, I exited source code view to see how the email would look.

So, the HTML code will work; it just needs to be added correctly. Is this what you were asking, or did I misunderstand?

NEmms99 · January 7, 2025, 2:48pm

Hi Amir,

Thanks for reaching out.

My issue is that the HTML is actually within a placeholder.

The source looks like this:

With the message looking like this:

It appears that rather than parsing the HTML found in the message placeholder the information is just displayed as a string when it gets to the email:

AmirO · January 7, 2025, 3:01pm

Hi @NEmms99,

If I understand correctly, you now have a placeholder that contains the HTML code for the entire email body?

NEmms99 · January 7, 2025, 3:06pm

Hi @AmirO,

That is correct. The HTML is generated by an end user in another ISV module we have for managing security.

BlazJ · January 8, 2025, 12:34pm

Hi @NEmms99,

The placeholders in the Docentric email editor were not designed to be used in this manner, so I am sorry to say that, it will not work as you have intended. The email body should be fully prepared in the editor.

Once the email template is created, it is rendered, and the placeholders are replaced with their referenced values after. Resolving placeholders before rendering could result in errors in displaying the email body.

BlazJ · January 9, 2025, 12:55pm

Hi @NEmms99,

I have some good news I believe. One of our developers has created a concept code that demonstrates how to include HTML code via a placeholder.

Please take a look at this topic on our forum: How to add a dynamic HTML table to a report email template through DSP customization

I hope this provides you with a good starting point for your case.

NEmms99 · January 9, 2025, 2:13pm

Hi @BlazJ,

Thanks for this information. It is very useful! I did think that resolving the placeholders early would not be possible but wanted to confirm this.

I’ll look into this link and I’m also working with the ISV partner whose system generates these HTML placeholders.

Appreciate your support.

Thanks