Disable email autorelation for specific accounts

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  • bdcitsolutions
    Member
    • Apr 2018
    • 79

    Disable email autorelation for specific accounts

    Hello,

    is there a way to disable the email autorelation feature for specific accounts?
    We've got a few accounts for which no incoming and outgoing mails should be related automatically.


    Best regards,

    Daniel
  • tanya
    Senior Member
    • Jun 2014
    • 4308

    #2
    Hello,
    could you try to remove this relation with formula



    something like

    ifThen(array\includes(list('ignoredAccount1Id', 'ignoredAccount2Id', 'ignoredAccount3Id',...), accountId), accountId=null);

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    • bdcitsolutions
      Member
      • Apr 2018
      • 79

      #3
      Thank you Tanya. We'll have a try :-)

      Would it be possible to disable this feature globally for all incoming and outgoing mails?

      Comment

      • tanya
        Senior Member
        • Jun 2014
        • 4308

        #4
        incoming and outgoing emails are in Email entity. And your rule will be applied to all of them. But don't forget, that formula is a before save script. On old records it isn't affect.
        Only report and scheduled workflow mix could fix old records. Or mass update, if the field is available here.

        Comment

        • bdcitsolutions
          Member
          • Apr 2018
          • 79

          #5
          Hi Tanya,

          we've tried your hint but it doesn't work.
          BUT, our customer want to disable this relation-feature for all accounts globally. Can you say in which code-files can we disable it?

          Best,

          Daniel

          Comment

          • tanya
            Senior Member
            • Jun 2014
            • 4308

            #6

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