Customizing Email from Incident Form

[cbonitz]

There's a setting that can be activated that will allow a user to send an email from a record in a table. Clicking it opens a new window:

We have a request to populate the "To" field with the email associated with the caller ID field on this record. There are some other requests as well, but I'm hoping once I know how to do that I will be able to research the other requests.

Is this possible? How would I go about this?

[Ankur Bawiskar · Accepted solution]

Hi Caleb,

This comes up with the email icon.

Showing email icon. Configure the table and search the field which is collection. In attributes add email_client=true as the attribute. It will start showing the email icon.

Regarding the to being populated automatically for incident it auto-populates with the caller and gives you option to add extra email address as well.

Mark Correct if this solves your issue and also hit Like and Helpful if you find my response worthy based on the impact.

Thanks

Ankur

[cbonitz]

I've been reading the "Create an email client template" and I'm still a little confused

The table I'm wanting to affect isn't the incident table. It's a different table that doesn't show in the new client template form, even though that table does have the email icon. Do you know why that might be?

EDIT: I'm wondering if it's because my table extends the task table - should I be trying to use this on the task table instead?

[cbonitz]

I didn't have the correct scope selected - rookie mistake! Thanks

[Kalaiarasan Pus]

You do this using Email Client Template - Create an email client template