Question About Using Templates for Task-Based SMS in UI Actions

LearnerNitin
Tera Contributor

‎01-19-2025 07:56 PM

🚀 Question About Using Templates for Task-Based SMS in UI Actions 🚀

Hi everyone! 👋

I’m exploring the concept of using SMS templates for task-based records, specifically in scenarios where we can trigger SMS from a UI action. The idea is to have a "Send SMS" button in the UI action, then select a predefined template which auto-generates the message content, and finally, the user can click "Send" to send the SMS.

Use Case:

  • The user triggers an SMS via a UI action on a task-based record.
  • A list of SMS templates is displayed to choose from.
  • Once a template is selected, the message content is auto-filled, and the user can review and send the SMS.

Has anyone implemented something similar? I’d love to hear about:

  • How you structured the templates for different use cases.
  • Any challenges you faced when setting up the auto-population of the message.
  • How you ensured that the SMS content is dynamic, depending on task-specific data.

Looking forward to your feedback and ideas! 🙏

Thanks in advance! 😊

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Ct111
Tera Sage

‎01-19-2025 09:07 PM

Check this , 

it could be good reference point

 

Solved: How to send SMS using a UI action button - ServiceNow Community

 

I hope this helps.

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