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