Forum Discussion
AndreonnaGarret
8 years agoQrew Assistant Captain
It's not very often I get to answer questions instead of ask. But I just did something similar to what you are asking this week!
I have a document that I send out as a PDF to multiple customers per day. I use an email template, but it's kind of a pain to get to. So I wanted a button that would essentially create this template for me. So I set up a button that will fill in the Subject and Body of the message.
To start I was able to use the app already built on the exchange to test. That app is called "Tutorial: One click button for outlook". This is a great example of what I needed, although I needed modifications to meet my needs. I would suggest looking at that app though, it was very helpful.
Basically, on the page I'm sending the email from I added a couple new fields. Two formula text fields called [Subject] and [Body], and a formula URL called [Send Email] which will end up being the button.
In the [Subject] field I simply set up the text I wanted to be in the subject. My subject included a value from a field so I used a formula text field for this. If you don't need data from a field in the subject you could just use a regular text field and set the default text. Here is a screenshot of what it looks like for me.
In the [Body] field I set it up to be laid out how I want. If you need line breaks you will have to use %0D%0A in the formula to include them. So below is what that formula looks like
Finally, in the [Send Email] field you put in the code needed to put this all together in your email client. You can also add a [To] field to auto fill in the recipients of your email as well. See below what I have in my formula. Be sure to put what you want the button to say in the [Link Text] field, and to check the "Display as button..." checkbox.
Finally, you should be able to add the button to your form and test. Here is a screenshot of what I get when I press the button. My email client auto-populates my signature (I've removed most of it from this image) and I can make any changes necessary before sending.
Sorry for the long explanation, I wanted to provide as much detail as possible. Hope this helps!
I have a document that I send out as a PDF to multiple customers per day. I use an email template, but it's kind of a pain to get to. So I wanted a button that would essentially create this template for me. So I set up a button that will fill in the Subject and Body of the message.
To start I was able to use the app already built on the exchange to test. That app is called "Tutorial: One click button for outlook". This is a great example of what I needed, although I needed modifications to meet my needs. I would suggest looking at that app though, it was very helpful.
Basically, on the page I'm sending the email from I added a couple new fields. Two formula text fields called [Subject] and [Body], and a formula URL called [Send Email] which will end up being the button.
In the [Subject] field I simply set up the text I wanted to be in the subject. My subject included a value from a field so I used a formula text field for this. If you don't need data from a field in the subject you could just use a regular text field and set the default text. Here is a screenshot of what it looks like for me.
In the [Body] field I set it up to be laid out how I want. If you need line breaks you will have to use %0D%0A in the formula to include them. So below is what that formula looks like
Finally, in the [Send Email] field you put in the code needed to put this all together in your email client. You can also add a [To] field to auto fill in the recipients of your email as well. See below what I have in my formula. Be sure to put what you want the button to say in the [Link Text] field, and to check the "Display as button..." checkbox.
Finally, you should be able to add the button to your form and test. Here is a screenshot of what I get when I press the button. My email client auto-populates my signature (I've removed most of it from this image) and I can make any changes necessary before sending.
Sorry for the long explanation, I wanted to provide as much detail as possible. Hope this helps!
EricEvans_Varga
4 years agoQrew Cadet
THIS WAS SO HELPFUL!
THANK YOU!!!!!!!
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Eric Evans Vargas
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THANK YOU!!!!!!!
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Eric Evans Vargas
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