Is there a way to setup the email mini compose client on a workspace that doesn't have it?

CatchTheFletch
Tera Contributor

Within CSM workspace if you open a task-based record or incident you will get the open to have the email compose option available.

I tried setting up the email_client=true in the attributes of the sn_myforms_form table. It didn't seem to work for the workspace. It might have given access to email on the platform view, but not within the workspace. This question isn't really table specific though as we'd like to add this feature to tables as the need comes up.  I also tried changing the settings within UI Builder to turn on the email mini compose to no success. I was wondering if there is a straightforward way of getting this setup within other tables/records that don't have it setup out of box.

 

My screenshot is an example of how our incidents will have the email mini compose available within the workspace. 

1 REPLY 1

Matthew_13
Kilo Sage

Yeah my Friend!— email_client=true is the right idea, but it only affects the classic platform UI, not Workspace. Workspace doesn’t look at sn_myforms_form attributes for this.

In CSM Workspace, that “Email” mini-compose is controlled by the Activity Stream / Composer component on the record page in UI Builder. So the straightforward way to add it to other tables is:

  1. Open UI Builder for your workspace

  2. Find the record page (or page variant) that your target table is actually using

  3. Select the Activity Stream / Composer component

  4. Turn on the option like “Show email mini compose” set it to Always / true

  5. Save + publish, and make sure your variant is applied to that table

If it still doesn’t show 9 times out of 10 it’s because you edited the wrong page/variant the table is using a different record page than Incident or the user doesn’t have the right email/compose roles.

 

@CatchTheFletch  - Please mark Accepted Solution and Thumbs Up if you find Helpful!!