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A lightning component that provides the ability to select email template and prepare a draft version of the email with merge field values. User can also compose the email on the go without selecting email template. Pre-populate the email composer with To,CC,Bcc,Subject.

License: BSD 3-Clause "New" or "Revised" License

CSS 0.27% JavaScript 51.43% Apex 48.30%

flowemailcomposer's Introduction

FlowEmailComposer

Flow Email Composer is a lightning component that provides the ability to select email template and prepare a draft version of the email with merge field values. User can also compose the email on the go without selecting email template.

Features

  • Pre-populate the email composer with To,CC,Bcc,Subject. The e-mail addresses should be comma separated.

  • Prepares a draft version of the email being sent based on selected e-mail template. The draft version is loaded with evaluated merge fields, adds attachments if any added to template. This feature requires to specify whatId.

  • Ability to upload attachments. Uploaded attachments will get saved to Files. If you specify whatId, the attachment gets linked to the record.

Setup Instructions

  1. Install the package.
  2. Open the lightning flow you wish to edit or create one.
  3. Drag and drop Screen Element to the canvas.
  4. Select the component, Flow Email Composer in the Screen Component search wizard.
  5. Specify the values for whatId, To, CC, Bcc, Subject. The body of email uses whatId to evaluate the merge fields in selected email template. You can also use flow variables to populate these attributes

flowemailcomposer's People

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flowemailcomposer's Issues

Enable sending through "Next"

Hi there, I'm using your great component in a flow that eventually changes a status, but this status must not be changed if the mail to the customer hadn't been really sent. Since at the moment the "send" action is actioned by the dedicated button, there could be inconsistencies when users forget to click and go directly on "next".
Would it be possible to have the "send" action triggered, optionally, by the "next" button of the flow? Is this somehow in your roadmap?
Thanks and keep up the good work!
Francesco

Selecting a Template breaks the component

I am using this component on a record page, passing in the recordId of the record to populate the TO field (works perfectly). When I have the Hide Email Template Section set to True, everything works fine.

However, when I set it to False, run the flow, and then attempt to select any template in our org, the app starts 'thinking'.... and it never ends. I'm not sure what's happening at the code level but something must be getting hung up as I never get an error message, simply an eternally thinking app.

Not sure this channel still under monitor but we faced a permission issue

The email composer components added to our flow and works well with admin profile.
But when we publish the flow for non admin user to use, they are not able to use the ToAddress contact lookup feature.
The prefilled value doesn't populate and they are not able to get any result when search whatever name or email address.

Email message has missing RelatedToId and ActivityId

This component creates a Task and Email Message record but it does not open Email Message from Activity list as RelatedToId is and ActivityId are missing. It opens the task instead which is not as helpful.

Specifying existing file(s) as attachments

Is there a way to specify (prepopulate) attachments as part of the flow? (without the user having to manually upload the file)

We want to be able to create a screen flow that lets users send an email to a contact with a file that already exists on the object (ie pdf file on the quote)

Displaying email body after sending it using component

Hello fellow developers,

Your solution is really cool and helpfull, but we are facing the issue with email body having extra spacing between lines. Maybe you could give us a hint how we can handle it. When we send the same email template using native feature of Salesforce, there are now extra spacing, it appears only when we use your component, so we thought you could help us. Thanks.

Visualforce Template Attachments

When I try sending an email with a Visualforce Template with an attachment in the template I get this error:

Something went wrong: SendEmail failed. First exception on row 0; first error: INVALID_ID_FIELD, The ID provided is not of types ContentVersion or Document.: [entityAttachments, null]

When I do something like this

<messaging:attachment filename="sample.pdf" renderAs="PDF"> <apex:repeat var="cx" value="{!relatedTo.Cases}"> Case Number: {!cx.CaseNumber} Origin: {!cx.Origin} Creator Email: {!cx.Contact.email} Case Number: {!cx.Status} </apex:repeat> </messaging:attachment>

Unable to Access the Documentation

Myself and quite a few others are unable to access the setup instructions and documentation provided. It won't allow us to use Quip with our company account or as a personal guest.

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