Automate Using Email Client Template in Notification
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12-01-2022 09:24 AM
Hello,
My instance has several Email Client Templates, and I'd like to fully automate using one for an email to a client - ideally from Flow Designer (using a Notification).
Currently these Email Client Templates are used in conjunction with popupOpenEmailClient()/UI Page to create a dialog box to ultimately send the Client email. But I'd like to bypass/automate this step - and my research has led me to creating a Notification.
Currently it seems that Notifications can only be configured with "Email Templates" not "Email Client Templates"
I have also looked into recreating the Email Client Templates in Mail Scripts and executing the appropriate script within a number of Notifications, and finally executing the correct Notification from Flow Designer - but I wanted to see if there's a better solution.
Thanks!
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06-09-2023 06:40 AM
I would also like to see this functionality. We have a customer who wants to be able to load a template into a draft for editing and also send that same template automatically in an email when an event fires. The only way I can see to do this is to create the same email template in both a sys_email_client_template record and in a sysevent_email_action record. It would be great to store the template in one place instead of giving them two records to maintain every time they want to update their template. Putting the template in a mail script would also work, but that's not easy for the customer to maintain.