Response Templates

Richard T
Kilo Guru

Morning

Does anyone know if "Response Templates" are only available for the HR module?

The documentation mentions HR but then the details is less specific.

Thanks

 

1 ACCEPTED SOLUTION

Dhianan
Tera Expert

Hello Richard

The plugin definition says "Activated with Human Resources Scoped App: Core [com.sn_hr_core]. Creates pre-defined and reusable responses that can be added to any table extending the task table including the HR Case table."

Though for csm, we have used the email client templates and the quick messages, I tried to explore the response template.

First, I tried to activate the plugin Templated snippets 'com.sn_templated_snip'. Activation showed only partial updates will work as I didnot activate the HR case.

After plugin activation, i did setup a sample template on the case table as follows.

find_real_file.png

Goto Case form, see the button 'Responses' and can choose the template to be sent to the case contact.

Hope this helps

 

Thanks

Dhianan

View solution in original post

3 REPLIES 3

Dhianan
Tera Expert

Hello Richard

The plugin definition says "Activated with Human Resources Scoped App: Core [com.sn_hr_core]. Creates pre-defined and reusable responses that can be added to any table extending the task table including the HR Case table."

Though for csm, we have used the email client templates and the quick messages, I tried to explore the response template.

First, I tried to activate the plugin Templated snippets 'com.sn_templated_snip'. Activation showed only partial updates will work as I didnot activate the HR case.

After plugin activation, i did setup a sample template on the case table as follows.

find_real_file.png

Goto Case form, see the button 'Responses' and can choose the template to be sent to the case contact.

Hope this helps

 

Thanks

Dhianan

Hello Richard

Does the plugin fulfill your requirement?

Thanks

Dhianan

Richard T
Kilo Guru

Thank you Dhianan