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

If multiple email templates have the same Document ID, the process picks the most relevant active email template.

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