Email Client in "Compose" section in Record View by default

Simon38
Tera Contributor

Hi all

 

We're using CSM/FSM Configurable Workspace for both Incidents and Cases. I would like to have the mini Email client active by default in the Compose section of a record. At the moment the Email tab only appears when an agent clicks the reply button on an Email in the activity stream.

 

SN_Email_Client.png

 

Is there a way to activate this by default?

 

We're running Vancouver.

 

Thank you for your help!

 

Cheers

Simon

1 ACCEPTED SOLUTION

Clara Lemos
Mega Sage
Mega Sage

Hi @Simon38 ,

 

I was able to get the email into the compose component by doing the following.

 

1. Navigate to Now Experience Framework > UI Builder

2. In the Experiences select : CSM/FSM Configurable Workspace

3. Select CSM default record page

4. Duplicate and create your variant

Screenshot 2024-01-13 at 15.33.57.png

5. Select Activity Stream Compose

Screenshot 2024-01-13 at 15.35.06.png

 6. On the right side of you screen navigate to Advanced

Screenshot 2024-01-13 at 15.35.50.png

7.  Hoover over "Show email mini compose" and click on the pencil icon and select "use static input" 

Screenshot 2024-01-13 at 15.36.18.png

8. Select Always

9. Click "Save"  (Top Right)

10. Navi gate to Settings and set active to true

Screenshot 2024-01-13 at 15.48.13.png

Maybe someone will be able to advice in a better/easier solution but if that helps please mark my answer as correct / helpful!
Cheers

View solution in original post

11 REPLIES 11

kris_hart_UWTSD
Tera Contributor

Similar issue to above, our 'CSM default record page' is currently set to inactive. Can you explain the process on what we would need to do in order to achieve the same? We're currently on Washington 

kris_hart_UWTSD_0-1724946365512.png

 

Hi Kris

 

You should be able to walk through the steps posted by Clara above (the accepted solution).

Duplicate the "CSM default record page" to create a new variant and then make the changes described by Clara. 

 

BR

Simon