Search Community
- Force.com Discussion Boards
- :
- Salesforce User Discussions
- :
- Introduce Yourself
- :
- Re: Apply a default template when clicking the Sen...
- Subscribe to RSS Feed
- Mark Topic as New
- Mark Topic as Read
- Float this Topic to the Top
- Bookmark
- Subscribe
- Printer Friendly Page
Apply a default template when clicking the SendEmail button on a case
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Highlight
- Email to a Friend
- Report Inappropriate Content
04-15-2009 08:45 AM
This seems like something that should be easy to do, yet I am stumped.
In a Case, I would like my support reps to click the Send Email button and default to a predefined template in the EmailAuthor page.
For example - this is what the URL looks like when I click SendEmail from a Case:
Is there another url parameter I could pass that would choose a template to include on the next screen?
I really don't want to completely override the SendEmail button, becuase the rest of the functionality suits just fine - only problem is that it takes too many clicks for them to pick a template.
Any suggestions would be great (but please don't suggest I use solutions instead - I've already been down that road!)
Thanks,
Emily
Re: Apply a default template when clicking the SendEmail button on a case
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Highlight
- Email to a Friend
- Report Inappropriate Content
04-17-2009 09:03 AM
The parameter you need to pass is template_id=00X30000000sEVn. Just replace the Record Id with the Record Id of your template.
We just added a "Send Email" button on the Case screen, not on the Activity related list that builds the URL. Here's what it looks like for our org. The button passes a default routing address (from address) in addition to the template.
/email/author/emailauthor.jsp?p26=yourroutingaddre
ss@yourdomain.com&p3_lkid={!Case.Id}&rtype=003&p2_ lkid={!Case.ContactId}&p24=&p4=&p5={!$User.Email}& template_id=00X30000000sEVn&retURL=%2F{!Case.Id}&s aveURL=%2F{!Case.Id}&cancelURL=%2F{!Case.Id}
Re: Apply a default template when clicking the SendEmail button on a case
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Highlight
- Email to a Friend
- Report Inappropriate Content
05-12-2009 06:05 AM
Hey,
how about a situation when user wants to have his/her own default HTML template to
be selected, when pressing 'send email' button (standard activity feature)?
Is it possible to define a default template with current user information? In this case it
isn't enough if user may 'select a template' or have a custom button to send email,
because it should be users own email template...
Any ideas, or comments? Is this total no can do job? Or is there such of thing
Best Regards,
TigerPower
Re: Apply a default template when clicking the SendEmail button on a case
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Highlight
- Email to a Friend
- Report Inappropriate Content
05-12-2009 08:07 AM
There really isn't a way to dynamically select a template from a button without passing a specific Template ID. Which brings up a good point -- the Template must be in a folder that is accessible by all users for the button override to work.

