row action to send an email

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  • Updated 2 years ago
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I would like to have a table row action that would send an email or .  Is that possible and how would that be done?
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Jaime

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Posted 2 years ago

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Craig Rosenbaum

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Jaime,

Are you looking to send an email automatically when the row action is pressed or to open up the user's email client and have them manually send the email?
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Jaime

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No...the email would be generated from SF.


thanks Craig

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Craig Rosenbaum

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I'm not aware of a way to natively have SF send an email directly from a row action in skuid, but here are two workarounds:

1) Open a new window directing the user to the SF email page: This post covers this pretty well. The user still has to go to the new page and click send.

 Or

2) Add a boolean field on your object and pull it in your model but not your table. Have a row action that updates that hidden field to be true/false. You would then create a SF trigger, workflow, or process builder rule to send an email template when that hidden field value is changed.

Those are the options that I know of, but someone else may have a much better way of doing it.
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Jaime

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tks!