The CreatorCon Call for Content is officially open! Get started here.

Work Notes with Email client

R_ana
Tera Guru

Hi All,

 

I need to add work notes to the Incident when someone clicks on "Email" option available on the Incident table at the top. I understand its not a standard UI action , but actually an attribute configured on the table to enable/disable email client option. Hence not able to add logic straightaway to add work notes. 

 

R_ana_0-1690502024995.png

 

Any suggestions would be much appreciated. 

Regards,

R'ana

1 ACCEPTED SOLUTION

Here’s a KB from serviceNow on this. I’m sure you could glideRecord to the table and then update the info 

 

https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB0745172

 

Mark Correct if this solves your issue and also mark 👍 Helpful if you find my response helped in any way 

View solution in original post

14 REPLIES 14

POOJA SINGH18
Mega Guru

Hi @R_ana ,

 

You can make use of email client template for this use case. Please look https://docs.servicenow.com/bundle/tokyo-servicenow-platform/page/administer/notification/task/t_Cre....

 

Hope it helps and please mark helpful if it solves the issue.

Thanks,

Pooja Singh

 

Weird
Mega Sage

In Navigation you can search for quick messages.
These are sort of templates for the email client.
In there you can define a table and conditions for the quick message and fill in information automatically when the user opens the client.

For example using ${work_notes} would include work notes to the client.
Composing emails with quick messages (servicenow.com)

Harish KM
Kilo Patron
Kilo Patron

Hi you need to configure quick message for this and User needs to select the quick message to insert worknotes . Example below

HarishKM_0-1690531856631.pngHarishKM_1-1690531895292.png

 

Regards
Harish

R_ana
Tera Guru

Hi All,

Thanks for your suggestions. The Quick Message option allows me to add worknotes to the email being sent.

However, the ask is to add work notes to the incident( not the email being sent) to just audit that there was an activity from email client.

Appreciate all your help!.

Thanks,

R'ana