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+--- Thread: Mass e-mail from a module that does not have native e-mail support (/showthread.php?tid=2107)
Mass e-mail from a module that does not have native e-mail support - Guido1982 - 02-22-2021
We would like to send an e-mail about a software update to customers that have a particular type of asset (the asset needs to be linked to a particular product). Now I know that we can send bulk e-mails from listviews like accounts and contacts, that have native e-mail support. Could we do the same thing for a module like assets easily? Like copying some business actions over to assets and by that, active bulk e-mail behaviour to the listview of assets?
RE: Mass e-mail from a module that does not have native e-mail support - joebordes - 02-22-2021
I would use a scheduled workflow task (mass action)
schedule the workflow task on the asset module, with the conditions of those you want to send the email to, then add an email task using the related account field
RE: Mass e-mail from a module that does not have native e-mail support - Guido1982 - 02-22-2021
But then you can't send the e-mail manually by a regular user. I want to enable a user to just send a mass e-mail and use a msgtemplate, like you could do in accounts.
RE: Mass e-mail from a module that does not have native e-mail support - joebordes - 02-22-2021
any user can access workflows, so that shouldn't be an issue
you should be able to add email sending to any module as long as it has an email field, so add an email field and fill it in with a workflow, copying it from wherever you have it and add a couple business actions, one to load the mail javascript and another for the button
RE: Mass e-mail from a module that does not have native e-mail support - Guido1982 - 02-22-2021
OK, so the requirements are
- Have an e-mail field directly on the module
- Add the button
- Add the JS e-mail script
RE: Mass e-mail from a module that does not have native e-mail support - joebordes - 02-22-2021
yes, I think so. search the forum, I think we have discussed this before
RE: Mass e-mail from a module that does not have native e-mail support - Guido1982 - 02-22-2021
I thought so too, but couldn't find anything. Maybe I used the wrong searchterms.