Email client templates visibility on condition

[deepikag0508]

Hi Everyone,

Requirement 1:

There is an out-of-the-box email client template for change requests called “Email to Requested By and Assigned To.” The requirement is to hide this email template when the state is “Closed” or “Cancelled.”

However, even after adding a condition to the template, it is not working as expected. The 'Send Email' UI button is not disabled immediately when the state changes to closed/cancelled. After the complete form reload, the button becomes disabled. Is there a way to make the button disabled as soon as the state changes to closed/cancelled?

Configuration of the client template

Before form reload:

Before form reload

After form reload:

After form reload

Requirement 2:

I need to hide this button in the native UI when state is closed/ cancelled. But I am unable to find its location in the instance.

 Requirement 3:

Is there any possibility to hide the entire email section?

Please help me on these requirements. Thank you in advance!

[Tanushree Maiti · Accepted solution]

Hi @deepikag0508 

For Requirement 1 & Requirement 2 (and Requirement 3?) :

1. Navigate to the form of the change_request table where you want to hide Email button.
2. Right-click the header bar and select Configure > Dictionary.
3. Open the record where Type is collection
4. In the Attributes field, add email_client = false 
5. Update it.

Result : Email  will not show any more for Change request record.

OOB link: https://<your_instance_name>/sys_dictionary.do?sys_id=96254c22486532108bb2a3a8cef79781&sysparm_view=...

Besides Work notes, comment -> Email will not show any more

[deepikag0508]

Thank you @Tanushree Maiti for your response! Now, the email template is hidden from the form. The email button is also not seen in the native UI.

The third requirement is, when the state of change request updates to closed or cancelled, the template needs to be hidden.

Can we hide the email template based on condition?