Sending an Email from a Suggestion

  • iPad
  • Browser

Users can send Approved Emails directly from suggestions.

Prerequisites

Using Emails from Suggestions

Email_Template_vod Check Box is Deselected

When the Email_Template_vod field on the Suggestion_vod object is not selected:

  • The action icon launches Approved Email in edit mode with the email address populated and the product filter automatically selected
  • Default Product filter = Product_vod from the Suggestion_Tag_vod object
  • If an email template is not available for the specified product, the product filter is not pre-selected
  • If more than one Product is tagged on the Suggestion_vod object, the approved email filters by all tagged products
  • Emails with the Suggestion_vod record type count against the Threshold value for Sent Email
  • Any Suggestions without Email_Template_vod field selected display individually based on prioritization

Email_Template_vod Check Box is Selected

When the Email_Template_vod field check box is selected, populate both of the following Suggestion_vod fields:

  • Email_Template_ID_vod – Populate with the value of the Vault_Document_ID_vod field of the appropriate Approved_Document_vod record
  • Email_Template_Vault_ID_vod – Populate with the value of the Vault_Instance_ID_vod field of the appropriate Approved_Document_vod record

When these fields are populated, the template displays with the following behavior:

  • The Email_Fragment_Order_vod field on the Suggestion_Tag_vod object determines the order fragments display
  • Default Product filter = Product_vod from Suggestion_Tag_vod object
  • If the email_template value is invalid, Approved Email displays in the default state
  • Account(s), Template and (optionally) Fragments pre-defined from Suggestion
  • If an Email Template and Fragments are specified in the Suggestion_vod and Suggestion_Tag_vod objects, Approved Email displays in edit mode
  • Emails that come from the Suggestion create Sent Email records with the new record type (Suggestion_vod), to track emails generated from the Suggestion_vod object
  • When the Email_Template_vod field check box is selected, the Send_Email_vod.Suggestion_vod field is stamped with the Id from the Suggestion that has the matching Template/Fragment
  • Emails with the Suggestion_vod record type count against the Threshold value for Sent Email