Quick Messages - Preview Functionality

[Justin W]

Hello,

I am wondering if there is a way to preview Quick Messages to see how they will display in a real email for a client without pretending to open a case in Agent View (HR agent workspace).  Something similar to the "View Article" functionality for Knowledge Articles.

Essentially, the goal is to try to confirm that the formatting of text and appearance of the hyperlinks is correct before publishing it to production.

Thank you in advance for your help!

Justin

[Michael George]

I'm not aware of any functionality out of the box. You could build something, but it would also be possible to see what it looks like on the sys_email table. If your development environment is not set to send email, then you can just create the email with the quick message and hit send. At that point it will live on that table but never actually get sent. That table has a handy way to view the mail message.

Additionally, is there a reason you can't just put your own address in the "to" field and send it to yourself to check the output?

[Justin W]

Hi Michael,

Thank you very much!  To be honest I think the requirement is based more so on convenience for the QM creator 🙂  Just so that they don't have to make edits and then either go to HR Agent Workspace or send an email to test how it renders from a "user" perspective.

Thanks again for your help!