Email message as a draft document

Certified Lead Developer

Hello, 

We have the following requirements, where the users have a form (SAIL) to edit/ view information including subject, to fields, body.. Users want to have a download-able link containing this information. Any ideas on how to do this?

I tried mailto with safeLink however, the body cannot accept formatted messages.

Thank you,
Harish

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  • 0
    Certified Lead Developer

    We use the HTML from HTML Template smart service to generate a pre-generated downloadable copy of basically what the email will look like in an HTML file that users can download and preview.  The smart service consumes the same HTML template that's used by the email node itself so it's convenient for that usage.  If your use case is something that this wouldn't work for, though, you will probably need to provide some more detail as to your specific needs.

  • 0
    Certified Lead Developer
    in reply to Mike Schmitt

    Thanks for the reply - the link should download the draft email message (.msg file) which would open in MS Outlook in a window to compose a new email. The users should be able to edit and send at that point.

    There could be a difference in TO/CC list and users may want to modify the subject/ content before sending the email. This could be different from what is stored in the case within Appian system.

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  • 0
    Certified Lead Developer
    in reply to Mike Schmitt

    Thanks for the reply - the link should download the draft email message (.msg file) which would open in MS Outlook in a window to compose a new email. The users should be able to edit and send at that point.

    There could be a difference in TO/CC list and users may want to modify the subject/ content before sending the email. This could be different from what is stored in the case within Appian system.

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