alexed1
SendBetterEmail - Use Email Template for body rich text
Is your feature request related to a problem? Please describe. I would love to be able to use SendBetterEmail and essentially recreate the send email Lightning component which allows editing of the text AFTER loading the template.
Describe the solution you'd like Select a tempalte and then have the subject and body come back with merge fields still in source view. Be able to use flow to edit the subject and body. Be able to use flow to preview the subject and body given the recipient, sender, and related records. Pass subject and body to SendBetterEmail
Describe alternatives you've considered I can do things without tweaks and preview but it's blind. You pick a template and it goes out. User has to know what's in the template.
Additional context Add any other context or screenshots about the feature request here.
You can use a get step to get the email template in flow then display the email body in a screen component. I actually have some flows where the user builds their template and uses that in the apex action or they pick from a selection of templates using quickchoice. You could display body via the richtextinput component and allow edits and updates prior to the send as well.
Can we close this one or do we really need a function that will load the template into the body? @streetyouth
For full implementation, would also have to include a handlebars parser for related object fields (??renderEmailTemplate(whoId, whatId, bodies)??) and also insure there was a way to specify the related objects within the CPE (Custom Property Editor). It's a pretty big lift. Like all of these initiatives, it means I need to find the time outside my normal work to do it (all my open source is unfunded), and I just haven't been able to take the time to effectively design and scope it - much less implement.
@jdayment Did we decide to close this one or actually take a look at loading merged template (with record and/or flow variable merged) for single message send - or is there a better solution since this?
@jdpond I'm not sure if the lift would be beneficial you can currently get an email template in Flow and update the template so this might be a question of because we can in apex should we