Send email to multiple selected records from List

Johannes Coetse
Kilo Expert

Good day all,

I created a new Application which will just be a database for records of companies. Communication to these companies will be a requirement especially bulk communication via email.

Requirement is to send bulk emails from List view of records after filtering the records to the ones we want the email to be sent to.

The email client UI Page should appear when selecting the List UI Action.

Here is my requirement in screenshots:

Select records in list and then choose UI Action.

chrome_2017-11-08_08-54-26.png

UI Action should then query the email address field on all selected records and open the Email Client UI Page populating the BCC field with the email address of each selected record.

chrome_2017-11-08_08-55-23.png

Is this possible and what are my steps to create this? UI Action > Business Rule for query > Script include?

Thank you in advance

Regards,

Johannes Coetsee

1 ACCEPTED SOLUTION

Johannes Coetse
Kilo Expert

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7 REPLIES 7

Johannes Coetse
Kilo Expert

I have already enabled the email client for my custom table and can send emails from the form view to single records


Johannes Coetse
Kilo Expert

I've managed to Query the email addresses using the UI Action with this UI Action script:



var gr = new GlideRecord("table_name");


  gr.addQuery("u_email_address_1", current.u_email_address_1);


  gr.query();


  if (gr.next()) {


      gs.addInfoMessage(gr.u_email_address_1);


  }



Next step is to open the Email Client UI Page with all the email addresses inserted into the BCC field.



UI Action can only call one function at a time form what I can see....



Select records and click UI Action


firefox_2017-11-08_12-19-49.png



Info message displays field values


firefox_2017-11-08_12-20-05.png


Johannes Coetse
Kilo Expert

It seems nobody has had this functionality requirement



I've been able to get a workaround by using two new form fields and a workflow with notification but still lack ability to attach files to the notification.



I've also realised the BCC populate will not work. Would require the email to rather loop through all selected records and insert the Number into the Subject line and then only the subject details and body so that the receiver of email can reply back with the watermark related to the relevant record.


Hi Johannes,



Where you want this option. Is it your custom table and which field refers to User record so that we can fetch email Id.



Thank you,
Ashutosh Munot