How to customized text in OOTB Compose Email UI builder

Raviteja Kunal1
Tera Expert

RavitejaKunal1_0-1753464226003.png

 I want to add a customized text under Subject field. This page opens when user clicks Compose Email in workspace. Any reference to add customized text under Subject.

 

Thank You

1 REPLY 1

Prinssi
Mega Sage

Hi @Raviteja Kunal1 ,

 

Details for what you are seeking can be found in Support Knowledge Article: KB0647561.

 

This would be accomplished by creating or updating the Email Client Template record (sys_email_client_template_list). These records are configured on a table-by-table basis, so you can pull in details from a task to auto-populate in the email.

 

Multiple templates can be configured, but one will be a default that automatically populates. This is determined by the Execution Order field - lowest number is the default.

 

Once your templates are configured, they can be applied from the sidebar, or an icon at the bottom of the section, near the Send Email button (see image):

 

Prinssi_0-1753466448835.png