{"id":243,"date":"2010-07-26T07:39:00","date_gmt":"2010-07-26T07:39:00","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=243"},"modified":"2010-07-26T07:39:00","modified_gmt":"2010-07-26T07:39:00","slug":"pop-up-email-screen-before-sending-mail-through-workflow","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2010\/07\/26\/pop-up-email-screen-before-sending-mail-through-workflow\/","title":{"rendered":"Pop Up Email Screen before sending mail through workflow"},"content":{"rendered":"

The standard functionality in SageCRM allows us to create workflow for Primary entities. One of the standard workflow actions allows us to send mail through workflow. Using this action an e-mail is sent in the background without any intervention. Now sometimes you come across the requirement where you want to send the mail through workflow, but allow user to edit the same and then send it manually. That means an email editor window has to be opened for handling this task.
\nTo do the same we need to follow below steps:
\n1) You need to create a workflow for required entity (e.g. Lead<\/strong>).
\na. Log on to CRM
\nb. Go Administrator->Advance Customization–>Workflow–>Lead Workflow
\n2. Click on that workflow and create a new Send Introductory Mail<\/strong> rule to send mail and drag the same
\nin\u00a0 the workflow. Use the Custom page on this rule.
\n3. Click on Activate Workflow button to activate workflow.
\n4. Create and save new Lead.
\n5. Now, you can see the workflow button called Send Introductory Mail<\/strong> on the Lead Summary Screen. Please refer the below screen shot.
\n\"\"<\/a>
\n6. When user will click on Send Introductory Mail<\/strong> rule, the following screen will get displayed. Here user can see the Lead status. User can also set the Tracking Note<\/strong> by clicking on Save<\/strong> button. Please refer the below screen shot. This is the custom page that we have attached with rule as mentioned above.
\n\"\"<\/a>
\n7. After saving the details in above screen we can call standard email action URL to open the email editor window as shown below. The parameters for To<\/strong> , CC<\/strong> can be sent in URL<\/strong>.
\n\"\"<\/a>
\nOnce, you are done with this, SageCRM standard functionality automatically handles the action of Send E-mail button for sending out mails manually.
\nFor queries regarding the functionality and cost of this component, please feel free to drop us an email at crm@greytrix.com<\/a>. <\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"

The standard functionality in SageCRM allows us to create workflow for Primary entities. One of the standard workflow actions allows us to send mail through workflow. Using this action an e-mail is sent in the background without any intervention. Now sometimes you come across the requirement where you want to send the mail through workflow,\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[1042,1784,2604],"class_list":["post-243","post","type-post","status-publish","format-standard","hentry","category-uncategorized","tag-email","tag-popupwindow","tag-workflow"],"yoast_head":"\nPop Up Email Screen before sending mail through workflow - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2010\/07\/26\/pop-up-email-screen-before-sending-mail-through-workflow\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Pop Up Email Screen before sending mail through workflow - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"The standard functionality in SageCRM allows us to create workflow for Primary entities. One of the standard workflow actions allows us to send mail through workflow. Using this action an e-mail is sent in the background without any intervention. Now sometimes you come across the requirement where you want to send the mail through workflow,\u2026 Read More »\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2010\/07\/26\/pop-up-email-screen-before-sending-mail-through-workflow\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2010-07-26T07:39:00+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2010\/07\/1.jpg\" \/>\n<meta name=\"author\" content=\"greysagecrm\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"greysagecrm\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2010\/07\/26\/pop-up-email-screen-before-sending-mail-through-workflow\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2010\/07\/26\/pop-up-email-screen-before-sending-mail-through-workflow\/\",\"name\":\"Pop Up Email Screen before sending mail through workflow - Sage CRM \u2013 Tips, Tricks and Components\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2010\/07\/26\/pop-up-email-screen-before-sending-mail-through-workflow\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2010\/07\/26\/pop-up-email-screen-before-sending-mail-through-workflow\/#primaryimage\"},\"thumbnailUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2010\/07\/1.jpg\",\"datePublished\":\"2010-07-26T07:39:00+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2010\/07\/26\/pop-up-email-screen-before-sending-mail-through-workflow\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2010\/07\/26\/pop-up-email-screen-before-sending-mail-through-workflow\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2010\/07\/26\/pop-up-email-screen-before-sending-mail-through-workflow\/#primaryimage\",\"url\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2010\/07\/1.jpg\",\"contentUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2010\/07\/1.jpg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2010\/07\/26\/pop-up-email-screen-before-sending-mail-through-workflow\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Pop Up Email Screen before sending mail through workflow\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\",\"name\":\"Sage CRM \u2013 Tips, Tricks and Components\",\"description\":\"Explore the possibilities with Sage CRM insights through our comprehensive blogs. 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