10 Replies Latest reply on Nov 9, 2018 4:01 PM by Lula

    How to add a pick list (drop-down box) on Journal.Email form which will trigger a corresponding Journal.Email quick action.

    chooi Apprentice

      Has anyone been able to achieve the following?

       

      I would like to add a pick list to the Journal Email form, which contains a list of email templates. 

       

      When an item is selected from the pick list, it will trigger a corresponding quick action, similar to the Reply, Response and Forward buttons triggering the corresponding quick actions.

       

      The aim is for our Service Desk staff to quickly select and fill in the correct email template. They are currently, cutting and pasting from elsewhere which is not very efficient.  The pick list will filter template types according to different teams.

       

      I know how to create a validation object, a pick list, quick actions and add a text field for pick list to the form but I do not know how to trigger the quick action when a item is selected from the list.

       

      Below is an example of what the email form will look like with the Template field.