Send Email button on Incident Form

Yasin Shaik11
Tera Contributor

@jaheerhattiwale 

Hi,

 

Need help for the below requirement. 

On the incident form we need to create the "Send Email" button.

Whenever we click on the "Send Email" button we need to show pop up window in that window need to show the "To" and "CC" and "BCC" email address these three fields are present on the incident form. In the pop up window the "To" and "CC" and "BCC" email address data should be come from these fields only.

And in the pop-up window we should have a "Ok" and "Cancel" buttons. When the user clicks on the Ok button the email should be send to specified email address and when the user clicks on the click on the "Cancel" button it should be redirected to updated screen of Incident form. 

 

9 REPLIES 9

Mohith Devatte
Tera Sage
Tera Sage

Hello @Yasin Shaik11 ,

 

Assuming you have already enabled email client option for incident table 

 

You can navigate to email client templates table and check for existing templates for incident table .If not create a new one 

See the highlighted box in the left navigator

Screenshot 2023-08-23 at 15.03.43.png

 

After creating you can add your fields in to ,cc and bcc like below 

 

Example:i did access caller_id email just by dot walking into user table as caller id field is a reference field to sys_user table.

So i just used caller_id.email WHICH is the back end name of the caller field and email is the backend name of the email field on sys_user table

Screenshot 2023-08-23 at 15.03.59.png

 

If your fields are referring ti user table then yu can follow the same method like above and dot walk and access the email which will auto populate the to cc and bcc fields 

 

Hope this helps 

Mark the answer correct if this helps you 

THanks

@Mohith Devatte 

Hi Mohith,

Thanks for your reply,

As i mentioned above the "To" and "CC" and "BCC" these three fields are present on the incident form and the user is manually entered the email address. 

@Yasin Shaik11 then its easy no need to dot walk i guess .Just use the back end field name of your TO , CC and BCC in email client template.

 

Hope this helps 

Mark the answer correct if this helps you 

Thanks

@Mohith Devatte  Okay understand. When i click on the button how the pop window will come? where we can do these configurations?