Invoke a send email dialog box or form for a selected grid item(s). Native solution or code?

  • 0
  • 1
  • Question
  • Updated 3 months ago
  • In Progress
Would like to check a box in a Task grid view and the main Task form view that invokes a send email dialog box.  It would pre-populate data for the selected item(s) in the body of the mail and use the Project and Task name for the Subject.

Attached are a few screenshots from SmartSheet.  Native example, no code.
Photo of Paul Agnew

Paul Agnew

  • 100 Points 100 badge 2x thumb

Posted 3 months ago

  • 0
  • 1
Photo of Slider

Slider

  • 1,346 Points 1k badge 2x thumb
Hello Paul, depending on the complexity of the use case, you could use a native approach. 

You could have a formula url button that will edit the record uncheck a box, then edit the record again checking the box. this check box event can trigger your native email notification as the condition. 

The subject and body can use markers from the record. 

I would even make this button use the Growl method, so that you did not have to redirect from the page. Here is an example of a Growl Button I created with a rich text formula field. In my URL, I am only making one edit call, but I am editing 2 fields.  

var text Update= If([Checkbox]=true,URLRoot() & "db/" & Dbid() & "?act=API_EditRecord&rid=" & ToText([Record ID#])  & "&_fid_17=false&_fid_23=Checkbox Toggled to False",URLRoot() & "db/" & Dbid() & "?act=API_EditRecord&rid=" & ToText([Record ID#])  & "&_fid_17=true&_fid_23=Checkbox Toggled to True");

var text URL = 
"javascript:" &
"$.get('" & 
$Update & 
"',function(){" &
"$.jGrowl('Checkbox was toggled', {life: 5000, theme: 'jGrowl-green', header: 'Important'});" &
"});" &
"void(0);";

"<a class='Vibrant Danger' href=\"" & $URL &"\"" & ">Growl Button" &  "</a>"



Let me know if this helps, or if you have some questions.
Photo of Slider

Slider

  • 1,346 Points 1k badge 2x thumb
The Target Email address for native solution would work best if the targets are users in the application, and exist in a list user or user field(s).
Email outside of the organization is possible, using email fields for addressees.
Photo of Paul Agnew

Paul Agnew

  • 100 Points 100 badge 2x thumb
Thank-you Slider.  I will consider the use case a bit further and follow-up with my appdev team to review and implement the code you provided. - Paul