Ramya V
Kilo Sage

Hi @Jagadees22,

When using the Email Client on a Service Catalog Form, you might notice that the requestor (caller) is being added to the CC field by default. To change this so that the requestor appears in the To field (recipients) or to add new, you can modify the client template.

How to Auto-Populate the To Field:

  • In your client template, set the To field by adding requested_for (or assigned_to, as needed) from the SC_TASK record.

Procedure:

1. Navigate to All > Email Client Templates.

Screenshot 2025-02-25 at 3.35.49 PM.png

2. Create a new client template.

RamyaV_0-1740478044443.png

3. In the Recipients section, configure:

  • To, and CC fields
  • Save the template.

Screenshot 2025-02-25 at 3.37.49 PM.png

Now, when you access the Email Client, the recipients given in the client template will appear in the To field.

RamyaV_1-1740478265753.png

 

 

Please mark this answer as Helpful if this solution works for you.

 

View solution in original post