Email Client - post contents of sent email to work notes?

MG Casey
Mega Sage

After sending an email using the Email Client on a task record, the "Email Client" pop-up just disappears and the user doesn't get any visual confirmation that it worked.

How would I refresh the incident screen after an email or sent, or maybe post that sent email's content to the Work Notes of the incident (as the actual email will take a few minutes to appear in the Activity section).

4 REPLIES 4

Sam Phillippi
Giga Contributor

I am experiencing the same issue, though I need it for tracking the information requested and the responses within the record for audit reasons. Has anyone found a solution to this ?

felladin
Tera Guru

Hello,

I hope you find a solution to this. All I can see is a Business Rule on sys_email that checks for "email client" and "send-ready", when found, it looks up the related ticket and adds the body to work_notes.

The reason I look for send-ready is because if you open the client, but don't press "Send", it will create an email that has type send-ignored.

With regards
Anton Vettefyr

When you say checks for "email client", is that an actual field on the Email table? I'm not seeing any field like that out of the box.

 

 

What I ended up doing was creating a AJAX script that after clicking the Email Client button, it checks every 10 seconds for a sent email. If one is found, it then brings up a prompt for the user to import that email into their work notes. It's not the most elegant solution, but it works so far.

Hello,

sys_email record from Email Client contains:

type = send-ready //First type, and will be immediate from clicking SEND
headers CONTAINS 'X-ServiceNow-Source: EmailClient' //Means it was created with EmailClient
                       (Non Client will contain ...Source: Notification-sysid of notification.)
instance = sys_id of record it was created from. //Label is Target

Combine this with your AJAX and it should be a lot faster as well as only finding relevant record (with instance check).

With regards
Anton