Email client

Enable the email client for a table/form:

Enable the email client for a table so that users can send emails directly from the table record.

Before we begin:  

Role required: admin

About this task:

We can enable the email client for any table by adding the email_client dictionary attribute to the table.

Note: This capability is not inherited by tables that extend the current table. For example, enabling the email client on the Task table does not enable it for the Incident or Problem tables.

Process 1:

1. Open a record in the table that we needs to enable the email client for.

For example, to enable the email client for the Problem [problem] table, navigate to Problem -> Open, and then open any problem record.

2. On the form, click the menu icon (Menu icon or right click on the form banner) and then click Configure -> Dictionary.

3. On the Dictionary Entries list, open the first record. 

The first record has the record type Collection and does not have any entry for Column name.

4. On the form (Dictionary record form), in the Related Links section, click Advanced view.

5. In the Attributes field, enter email_client=true.

If there are other values in the field, separate the attribute with a comma.

6. Click Update.

7. Now go to table to which we enabled Email client with the above steps. Open any record. 

8. Click "More options" icon ( three dots ... icon) which is next to Personalize Form icon in right side section in form banner.

9. Now we will be able to see the "Email" option enabled to send emails from the respective table form.

There is one more way similar to the able to enable the email client in a table. for details refer the below process.

Process 2:

1. Open a record in the table that we needs to enable the email client for.

For example, to enable the email client for the Problem [problem] table, navigate to Problem -> Open, and then open any problem record.

2. On the form, click the menu icon (Menu icon or right click on the form banner) and then click Configure -> Dictionary.

3. On the Dictionary Entries list, open the first record. 

The first record has the record type Collection and does not have any entry for column "Column name".

4. On the form (Dictionary record form), in the Related Lists section, click Attributes, then click New.

5. It will open Dictionary Attribute New record form. Fill the details as below.

   1. 1. Attribute : Email client

      2. Value : true 

6. Click Submit

7. Now we will be able to see the new entry for "Email client" under Attributes related list section in Dictionary Entry record.

8. Click Update.

9. In the Attributes field, enter email_client=true.

If there are other values in the field, separate the attribute with a comma.

10. Click Update.

11. Now go to table to which we enabled Email client with the above steps. Open any record. 

12. Click "More options" icon ( three dots ... icon) which is next to Personalize Form icon in right side section in form banner.

13. Now we will be able to see the "Email" option enabled to send emails from the respective table form.

Refer the below for Before and After screenshots for more details:

Refer the below for detailed step by step screenshots for more information:

Related Links:

1. To create an email client template click here.

2. For email client configurations click here.

3. For automating system responses to inbound email click here.