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Is it possible to create a button (or other function) on the Task page where:

  1. User clicks button
  2. Email Global Action (or equivalent) launches on screen
    1. Ideally the To: field will populate with the Email of the WhoID for the Task
  3. When user sends email then update Task Status to Completed, Task Type to Email: [Subject of email], Comments to [body of email], and Due Date to today.

I'm shocked this isn't a standard function, or maybe it is and I can't find it.

6 Antworten
  1. Eric Praud (Activ8 Solar Energies) Forum Ambassador
    27. Apr. 2023, 07:11

    I never even thought of this scenario :)

    One thing I can think of is to create a screen flow with mandatory email fields (To address, subject, body). You can then add a Send email action to the flow after the screen and an Update record element to update the task you're on (you will need a record variable called recordId, spelled exactly like that, all in lower case except for the I).

    You can now add a Quick action to the Task object and select the screenflow.

    I've never tried this, but it should work, however, I don't think you can pick an email template this way, however, you could use some Text Template elements to create some templates users can choose from maybe in a drop down first, then the Body field could default to it

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