Is there a way to create new Quick Messages (Canned emails) from the email client as opposed to from the Application Menu?

[dalewechsler]

I would like our ITIL users to be able to create their own quick messages, but when I provide access to the Quick Messages from the Application Menu, they have access to all quick messages, not just those they created for themselves or for their groups. I was wondering if there's a way to add a New button or possibly a + sign to the email client instead of providing access via the module. I'm picturing something similar to how the template bar works. OR, is there a way to filter the module so that it displays only the users' group and/or individual templates?

[jake_mckenna]

I think your second option sounds like the most ideal to test first. It should be easier to maintain a new module that is filtered on either that user or is a member of the group since these filters can be setup dynamic.

[dalewechsler · Accepted solution]

Yeah, I was reluctant to filter the module because admins would need to see all templates - but your response confirmed it was the way to go. I created a second module - "My Quick Messages" - for ITIL users with u_email_client_canned_messages_user role and used the dynamic filters, and left the other one for admin role only. I think this will work just fine. Thanks!

[Brian Dailey1]

Hi Dale,

When you add a filter to the Module the user might still be able to see and edit the filter, and then see all Quick Messages once again.   Another way would be to add a BR on query that filters the records being returned.   Also, using this method you could easily adjust it to show all records if the user has the admin role.

(e.g.)

if(!gs.hasRole('admin')){

        current.addQuery('user', gs.getUserID());

}

Keep in mind, this would filter them everywhere (not just for your module).   You could also expand on this by adding an 'OR' condition to include their groups.

Thanks,

-Brian

[dalewechsler]

OK - the only problem I see with this solution is that once in the module, users can still access other templates by deleting the filters in the breadcrumbs. Is there a way to lock down the filters?