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Question

row action to send an email

  • July 10, 2024
  • 4 replies
  • 11 views

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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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4 replies

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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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  • Author
  • July 10, 2024

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


thanks Craig


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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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  • Author
  • July 10, 2024

tks!