It would be so helpful if there was a way to assign a default email template to a Case Class. The Create Email button within a case automatically using the correct email template based on the Case Class would save a huge amount of time and allow for greater automation in our process flow.
Does anyone know if it’s possible to set an email template default for each Case Class? It seems like this would be a widely-used feature (imho).
Thank you!
+3Hi
Hi
Try publishing the attached customization project! It is built in 25R2. You may need to change the email notification ID in the code.
Note that with this project, when clicking on Create Email, only the email body will default into the Email Activity screen.
This is the email template; make sure the Notification ID is hard coded correctly in the customization project.
This is the section in the code where I expect you will need to edit. First part is the case class, second part is the default Notification ID.
Hope this helps!
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