Views:

Issue


Partners or Brokers wish to include their Assistants Details in their Signature Configuration.

How do I configure this?
 

Solution


Below are the details of how to configure Multiple Assistants Field the below, we have assumed up to 3 Assistants, however more can be configured:

1. Create the Mappings Between Manager and Assistant:

A separate Mapping needs to be created for each assistant.

2. Create Fields for each Assistant:

Separate Fields need to be created for each mapping.

3. Add the fields to the Signature Configuration

Below is the code (see also attached):
 

Create the Mappings Between Manager and Assistant:


Create a New Formula Field:
 
Field Name: MappingAssistantManager1
Return Value: Email address of the First Assistant

In the below code:
 
Dawns First Assistant is Umesh
Peters First Assistant is Dawnsbr



Repeat the same Mapping for the Second and Third Assistants, changing the Return Value.

Below are the screen captures:




 

Create Fields for each Assistant

For this example, 2 fields need to be displayed for each Assistant:
 
  • Display Name 
  • Email address

This requires 3 (assistants) * 2 (Fields) = Fields

Display Name Field
 
Field Name: AssistantMgr1DisplayName
AD Attribute: displayName
Lookup Key: MappingAssistantManager1
Return Value: Assistant Manager 1's Display Name



Email Address Field
 
Field Name: AssistantMgr1Email
AD Attribute: mail
Lookup Key: MappingAssistantManager1
Return Value: Assistant Manager 1's Email



The same look ups need to be repeated for Assistant Manager 2 and Assistant Manager 3.
For each the Lookup key need to be changed to:
 
  • MappingAssistantManager2 - for Assistant Mgr2
  • MappingAssistantManager3- for Assistant Mgr 3
 

Add the fields to the Signature Configuration

Test by dragging the fields into a Signature Configuration
 
NOTE: The field names below slightly differ from the above fields


 

Verify Mapping and Data with a Test Message or Signature Preview



You can find the code here:
Related Products: CMS O365