Allow user to edit email before sending

PaulS1

• Created November 15, 2018 09:13

I have a form with a Send Mail action button on it.
I have just been asked by a user to have the ability to edit the email before it is sent.

 

Any suggestions?

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• 

  PiusW

  • November 15, 2018 15:07

  Hi Paul Shadwell

   

  You could add a new "PendingMail"-List with the following columns:

   

  PendingMail

  From / To / Bcc / Subject / Content / SendStatus (default – draft)

   

  Instead of sending a Mail directly, you can create an Entry in the "PendingMail"-List and then open the Edit form of the newly created item.

   

  Modify the Edit-form of the "PendingMail" and modify the save function to :

  1. Send the mail with the updated content
  2. Set the SentStatus to "sent"

   

  On the "PendingMail"-List you can create 3 Scheduled Actions.

  1. Cleanup entries for Mails with status "sent". (if you want a mail archive you don’t have to clean up)
  2. Inform user about Mails still in status "draft"
  3. Cleanup old "drafts"

   

  You could reuse this "PendingMail"-List from different locations. In this case I would add another filed containing information about Initiator.

   

  Would this be a suitable approach?

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