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Enforce email format/template for manually created emails

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smacleod
Giga Guru

3 weeks ago

When sending an email from the SOW using this tool we need to enforce specific formatting to make sure we have consistent branding (border color, specific links to the portal at the bottom, etc.):

smacleod_1-1771016136568.png

we would like to use 

 

 

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smacleod
Giga Guru
In response to Marie13

3 weeks ago

the closest option I have found so far is to create email templates, with obvious places for users to enter their text, for each record type in sys_email_client_template

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Marie13
Tera Guru
In response to smacleod

2 weeks ago

I found the page and image below. This is what I'm looking for. That the branding is auto-added to the email compose template before I start editing - or maybe they clicked on a response template? I don't want everyone creating email response templates and having to add the branding every time. If there could be a template auto-added like on additional comments email noifications sent to the customer, that would be great.  

 

Information Technology - Send Custom Emails from Records in the Service Operations Workspace

Marie13_0-1771900308818.jpeg

 

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Marie13
Tera Guru
In response to smacleod

Monday

hi! I have now made this work, thanks heaps!

I didn't have any default email format in sys_email_client_template.list  - I therefore had to create them, and they are now showing in the Service Operations Workspace (SOW) for the specific tables. thanks heaps!

 

Steps:

  1. go to sys_email_client_template.list
  2. create new with name "default" on "incident" table
  3. add branding

Test in SOW

 

it's working, 

thanks!

 

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