How To Set Up the Email Widget
This widget is available on the Case, Task, and External Party detail pages.
This feature works only if the option "Case Email application will work with DCM configuration" (4) is selected in the Index Settings (3).
- Navigate to Setup → Forms and Pages → Detail Pages
- Select the detail page to edit
- Select the Case Emails Tab from the Toolbox and drop it on the Tab section.
- Set the Basic Settings for the widget: Tab Title and Tab Icon.
- Save it.
Standard Tab Settings
|Default Email Templates|
|Show Template Filters|
If it is selected, the Filter panel will be displayed in the templates tab.
Name is the default field for the filter panel.
Filters should be added in LTR and after that, you can configure their position in the DCM email template filter configuration (Setup → Forms and Pages → Email Template Filters)
If it is selected, the Snippets panel will be displayed in the Send Email tab.
By clicking the snippet, the text will be inserted into the email at the cursor location, and the placeholders will be resolved.
|Default values for Template and Snippets Filters|
|Custom Success Rule||This rule is executed if the email is sent successfully.|
|Custom Document Rule||Use this rule to get any document to be attached to the email.|
|Object Config of LTR variables||Additional parameters send to the LTR engine variables.|
Email Address Setting
|Email FROM field|
Use User Profile Email
|Use a custom rule to get the email address for the FROM field.|
|Email TO/CC/BCC field|
Allow Sending To Any Email Address