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sureshs276515
March 27, 2025
Question

How to send Case id in the mail via Send EMAIL smart service ?

  • March 27, 2025
  • 6 replies
  • 0 views

Hi,

how we can send the case id to user via send email smart service and if user click the case id from mail then it should re-direct to case summary.

could you please suggest the possibility's.

thanks in advance! 

    6 replies

    N
    narendrar617321
    March 27, 2025

    Hi [mention:cb656964172a4c65ba07f4d4ada5a0c6:e9ed411860ed4f2ba0265705b8793d05] ,

    Can you try using urlforrecord function  ,it have two parameters, recordType -pass case Recordtype, recordIds--pass case id 

    else try For the email body, use HTML content with your generated link

    <p><a href="{{rule!YourLinkGenerationRule(caseId: pv!caseId)}}">Case ID: {{pv!caseId}}</a></p>

    let me know its working or not?

    S
    sureshs276515Author
    March 27, 2025

     hi [mention:6c12799df9ef475b9bfb39eee4f25766:e9ed411860ed4f2ba0265705b8793d05]  thanks for response.

    I have tried with urlforrecord  but it sending total URL in text format  to mail , but we need link for case id from process model, so that user wil see only case id  his mail.

    N
    narendrar617321
    March 27, 2025

     [mention:cb656964172a4c65ba07f4d4ada5a0c6:e9ed411860ed4f2ba0265705b8793d05] 

    You need to use  hyperlink tag which i have given example below
    "<a href="&
    substitute(
    urlforrecord(
    recordType: 'recordType!case
    recordIds: case!id
    ),
    "/tempo",
    "/sites/your site addres/page/",1
    )&"> Click Here. </a> "

    varuntejg243705
    varuntejg243705
    March 27, 2025

    Hi [mention:cb656964172a4c65ba07f4d4ada5a0c6:e9ed411860ed4f2ba0265705b8793d05] ,

    I have a possible solution where you can send the Case Link using ID.

    Configure Email Smart Service with the following expression:





    a!urlForRecord(recordType: , identifier: < Case_ID >, targetLocation: "TEMPO")


    You can even write as a plain text in Expression mode in email body (or also in script task before send email node),Or you can make some changes and embed the link into an HTML template.

    Hope this helps you!!!

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