Adding Email Client to Toggle Bar on Project Form

terrieb
Tera Guru

Our PMO group would like to have the ability to send an email within the project form capturing the appropriate work notes

I have this ability turned on for Change, Problem and Incident and when I did the same dictionary action for Project, it shows it as an attribute, but it is not appearing on the form's toggle bar (...) 

Am I missing a step here or is this not available for Projects?

Screen shot of Problem form as an example:

find_real_file.png

 

Screen shot or Project form:

find_real_file.png

1 ACCEPTED SOLUTION

Community Alums
Not applicable

Hi @terrieb ,

The email client is enabled by default, starting with the Fuji release. If it is not enabled, you can enable the email client for a specific table, such as Incident, Project in your case by adding the email_client attribute.

Follow these steps:

>Open a record in the appropriate application. For example, open any Project record.

>Right-click the header bar and select the appropriate option for your version: Configure > Dictionary

find_real_file.png

>Select the first record in the Dictionary Entries list. This has the record type collection and does not have any entry for Column name.

find_real_file.png

>In the Attributes field, enter email_client=true. If there are any other values in the field, be sure to use a comma as a separator character.

find_real_file.png

Finally Click Update.

And you can see this output:

find_real_file.png

Mark my answer correct & Helpful, if Applicable.

Thanks,

Sandeep

View solution in original post

4 REPLIES 4

Community Alums
Not applicable

Hi @terrieb ,

The email client is enabled by default, starting with the Fuji release. If it is not enabled, you can enable the email client for a specific table, such as Incident, Project in your case by adding the email_client attribute.

Follow these steps:

>Open a record in the appropriate application. For example, open any Project record.

>Right-click the header bar and select the appropriate option for your version: Configure > Dictionary

find_real_file.png

>Select the first record in the Dictionary Entries list. This has the record type collection and does not have any entry for Column name.

find_real_file.png

>In the Attributes field, enter email_client=true. If there are any other values in the field, be sure to use a comma as a separator character.

find_real_file.png

Finally Click Update.

And you can see this output:

find_real_file.png

Mark my answer correct & Helpful, if Applicable.

Thanks,

Sandeep

I did this step in our main sub-prod instance (Test) and it fails.  However, it works just fine in our secondary sub-prod instance (Dev) so now I believe it's an issue with that instance so I will open a Support ticket - just wanted to verify I was doing the steps right.

 

 

 

Community Alums
Not applicable

Great you have raised a support ticket !! As the steps i shared i did it on my instance and shared here which works perfectly for me.

This worked just fine until we upgraded to San Diego!

 

Even though the email client is still in the dictionary, it is not appearing on the Project Form - Toggle bar.  Any suggestions?

 

terrieb_0-1672254205312.png