Create Action to Preview Email before sending

@darylbowman 

Thanks!

This worked.

Hi, I saw this question and I want to share what I did if someone need it, the only problem that I had was that I had to do a manual merge of the email variables because I was not able to acces to the TemplateNotificationGenerator class:

using System;
using System.Collections;
using System.Collections.Generic;
using System.Linq;
using PX.Data;
using PX.Data.EP;        // Para MailAccountManager
using PX.Objects.CR;
using PX.SM;

namespace PX.Objects.CR
{
    public class LeadMaint_Extension : PXGraphExtension<LeadMaint>
    {

        public PXAction<CRLead> sendToARSimple;

        [PXButton(CommitChanges = true)]
        [PXUIField(DisplayName = "BA Request")]
        public IEnumerable SendToARSimple(PXAdapter adapter)
        {
          // ————————————————————————————————————————————
          // 0) Validation for MX tenant's
          // ————————————————————————————————————————————
            var company = PX.Data.Update.PXInstanceHelper.CurrentCompany;
            if (company != 6 && company != 7){
              throw new PXException("BA Request not available for this tenant");
                yield break;
            }

            CRLead lead = Base.Lead.Current;
            if (lead == null)
                yield break;

            // ————————————————————————————————————————————
            // 1) get contact and address related
            // ————————————————————————————————————————————
            Contact contact = null;
            if (lead.ContactID != null)
            {
                contact = PXSelect<Contact,
                              Where<Contact.contactID, Equal<Required<Contact.contactID>>>>
                          .Select(Base, lead.ContactID);
            }

            Address address = null;
            if (contact?.DefAddressID != null)
            {
                address = PXSelect<Address,
                           Where<Address.addressID, Equal<Required<Address.addressID>>>>
                          .Select(Base, contact.DefAddressID);
            }

            // ————————————————————————————————————————————
            // 2) get the template
            // ————————————————————————————————————————————
            var notif = PXSelect<Notification,
                          Where<Notification.name, Equal<Required<Notification.name>>>>
                       .Select(Base, "CR Lead Conversion Request")
                       .RowCast<Notification>()
                       .FirstOrDefault();
            if (notif == null)
                throw new PXException("'CR Lead Conversion Request' not found on Email Templates.");

            // ————————————————————————————————————————————
            // 3) token map
            // ————————————————————————————————————————————
            var map = new Dictionary<string, string>
            {
                ["((Lead.FirstName))"]             = lead.FirstName        ?? string.Empty,
                ["((Lead.LastName))"]              = lead.LastName         ?? string.Empty,
                ["((Lead.FullName))"]              = lead.FullName         ?? string.Empty,
                ["((Lead.ClassID))"]               = lead.ClassID          ?? string.Empty,
                ["((AddressCurrent.CountryID))"]   = address?.CountryID    ?? string.Empty,
                ["((Lead.DisplayName.ContactID))"] = lead.ContactID?.ToString() ?? string.Empty,
                ["((Lead.DisplayName))"]           = lead.DisplayName      ?? string.Empty
            };

            // ————————————————————————————————————————————
            // 4) token replace for subject and body
            // ————————————————————————————————————————————
            string subject = notif.Subject ?? string.Empty;
            string body    = notif.Body    ?? string.Empty;

            foreach (var kv in map)
            {
                subject = subject.Replace(kv.Key, kv.Value);
                body    = body   .Replace(kv.Key, kv.Value);
            }

            // ————————————————————————————————————————————
            // 5) Create email draft
            // ————————————————————————————————————————————
            var mailGraph = PXGraph.CreateInstance<CREmailActivityMaint>();
            var draft = mailGraph.Message.Insert(new CRSMEmail
            {
                MailAccountID = notif.NFrom ?? MailAccountManager.DefaultMailAccountID,
                RefNoteID     = lead.NoteID,
                BAccountID    = lead.BAccountID,
                ContactID     = lead.ContactID,
                MailTo        = notif.NTo   ?? lead.EMail,
                MailCc        = notif.NCc,
                MailBcc       = notif.NBcc,
                Subject       = subject,
                Body          = body
            });

            //Save email
            //mailGraph.Actions.PressSave();

            // ————————————————————————————————————————————
            // 6) Open new window
            // ————————————————————————————————————————————
            var redirect = new PXRedirectRequiredException(mailGraph, "Enviar Correo")
            {
                Mode = PXBaseRedirectException.WindowMode.NewWindow
            };
            throw redirect;
        }

        // ————————————————————————————————————————————      
        // RowSelected handler to show or hide the button
        // ————————————————————————————————————————————
        protected virtual void _(Events.RowSelected<CRLead> e)
        {
            if (e.Row == null) return;
            var company = PX.Data.Update.PXInstanceHelper.CurrentCompany;
            bool visible = company != 6 && company != 7;
            sendToARSimple.SetVisible(!visible);
        }

    }
}

I hope it helps someone else 😊