---
sourceDocument: Yokohama ServiceNow AI Platform user interface
sourceDocumentLink: https://www.servicenow.com/docs/r/yokohama/platform-user-interface

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama ServiceNow AI Platform user interface

ft:clusterId :

    - platux

bundleId :

    - platux

workflow :

    - Platform


---

# Set up email templates on the record page

# Set up email templates on the record page {#ariaid-title1}

* Release version: Yokohama
* 
* Updated January 30, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

If your workspace does not use the latest version of the standard record page, add the email templates tab manually in UI Builder.

## Before you begin

Role required: email_client_admin

If your workspace is built using the standard record page, the email templates tab is available by default and manually adding the email templates tab in UI Builder is not needed.

## Procedure

1. Open a record page in UI Builder:
   1. Navigate to AllNow Experience FrameworkUI Builder.
   2. Open an experience to work in or create an experience by selecting + Create.  
      See [Configure how users interact with your applications in UI Builder](https://www.servicenow.com/docs/access?context=work-experiences&version=yokohama&pubname=yokohama-application-development&ft:locale=en-US) for more information on creating experiences.
   3. Open or create a record page in the experience.  
      For more information on creating a record page in UI Builder, see [Learning UI Builder](https://www.servicenow.com/docs/access?context=learning-uib&version=yokohama&pubname=yokohama-application-development&ft:locale=en-US).
2. Add a tab for email templates to the sidebar by selecting + Add component under the Tab sidebar.
3. Add a Tabs component.
4. In the Tab Settings panel, add the following settings for each field.

   | Field name | Configuration |
   | Tab label | Enter <kbd class="ph userinput">Email Templates</kbd>. |
   | Icon | Select Envelope Plus Outline. |
   | Hide tab | Enter <kbd class="ph userinput">IF(@data.record.isEmailClientEnabled,false,true)</kbd>. |
   |-|-|

   {#add-email-templates-sidebar-icon-to-record-page__choicetable_sd4_3xw_fyb}
5. Select Create.
6. Configure Agent Assist to apply contextual search:
   1. Navigate to Tab sidebarEmail Templates (Flex).
   2. Select + Add component, and select Agent Assist.
   3. Note:  
      If Agent Assist presets are available, the following fields will auto-fill. These steps are only needed if Agent Assist presets are not available.
      Change the Table config property to <kbd class="ph userinput">Email Templates [global]</kbd> in the Agent Assist panel.
   4. Open the Events tab, and select + Add event handler under Apply Email Template.
   {#add-email-templates-sidebar-icon-to-record-page__substeps_zjy_nnd_wxb}
7. Note:  
   If Agent Assist presets are available, this field will auto-fill. This step is only needed if Agent Assist presets are not available.
   Select \[Record\] Request Email Action, and configure the following properties within its panel.

   | Field name | Configuration |
   | Sys ID | Enter <kbd class="ph userinput">-2</kbd>. |
   | Target table | Enter <kbd class="ph userinput">@payload.params.sysparm_parent_table</kbd>. |
   | Target record | Enter <kbd class="ph userinput">@payload.params.sysparm_parent_sys_id</kbd>. |
   | Reply Type | Enter <kbd class="ph userinput">@data.record.activityStream.composeEmailInfo.replyType</kbd>. |
   | Reply ID | Enter <kbd class="ph userinput">@data.record.activityStream.composeEmailInfo.replyId</kbd>. |
   | Should focus email tab | Select to activate. |
   | Template details | Enter <kbd class="ph userinput">@payload.templateDetails</kbd>. |
   |-|-|

   {#add-email-templates-sidebar-icon-to-record-page__choicetable_ahk_lyw_fyb}

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