Send email when button is clicked

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1

I was wondering if anyone had spent anytime thinking about the cleanest way to add a button in a view which when clicked will send an email.

I want this because when a team member has completed a monthly task, I want them to punch a button that will trigger an email to the project manager.

Thanks for any tips

2

Yes, it’s easy.

Just create a form with no input and add email rules

Thanks,
Sunny Singla

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3

There are a few different ways you can do this:

  1. Have the event trigger a Task (which updates a record and/or sends an email)
  2. Create a blank form button as a modal that auto-submits with some JS code
  3. Create an Action Link in a Table Column that calls a button CSS class with HTML
  4. Create an Action Link in a Details view (and optionally display it as a button)

Example 3: Resend Email to Reviewer button

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  • I have this button display once a Reviewer is assigned the record and the Project Manager can click the button to send an email reminder to the Assigned Reviewer to complete their review.
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Example 4: Send Customer Email button
We allow customers to access their case management page via a code. Staff can send the customer an email from the Case Details view with their code and directions in it if the customer forgets or loses it.

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Hope this helps! Choose whichever option fits your business need.

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4

Thank you very much for your help. I went for the button within a form option as it means I can then associate the task with the Client being completed.