Response Templates Email

[gosangipava]

Hi all , 

In Response Templates email will be sent notes will updated not, Now i have template mail will sent but not shown in notes/ activities. i have want notes will updated if Response Templates email sent.

[Ankur Bawiskar]

@gosangipava 

screenshots please

[Ankur Bawiskar · Accepted solution]

@gosangipava 

it's OOTB behavior and you might have to see if some custom solution can be applied there

I will recommend not doing this requirement

💡 If my response helped, please mark it as correct ✅ and close the thread 🔒— this helps future readers find the solution faster! 🙏

[Tanushree Maiti]

Hi @gosangipava 

1. Ensure Sent/Received Emails is check under the Funnel / Filter icon next to the Activity Stream.

2. Create After Insert Business Rule on sys_email with proper condition which will  detects when a Response Template email is sent and automatically copies the text into the record's Additional Comments.  Update logic as per your requirement.

3. Test Your Implementation

• Open an existing record and select a template from the Responses side panel.
• Click Send via the email composer.
• Refresh the form. You will now see a structured note indicating exactly what email was sent right inside your Activity Log / Notes stream