can i set the default template on the email dialog...
# ask-stanley-ai
a
can i set the default template on the email dialogue box on transactions?
c
AI generated answer (using internal Slack threads):
Yes, you can set the default template on the email dialogue box on transactions. However, it might require a bit of a workaround. One way to do this is by customizing the Transaction > Email popup window to set a default email template. This can be achieved by adding a transaction button to open the standard URL and append "&template=37". This will populate the email with template id 37 when you do it manually. Another way is to link your custom email template to your Invoice Form. You can do this by going to Customization > Transaction Forms > [your preferred invoice form]. If you don't want the email to go out instantly, you can go to Setup > Company > Email Preferences and check the "Use Popup for Main Transaction Email Button". Then you'll get a dialogue box that pops up where you can do most of what you're asking manually. If the email still auto-sends without any screen pop up, it might be due to a workflow. You can check your workflows and see if there's a Send Email action that's using a different template. If it's not a workflow, it could be a scripted action. In that case, you’ll want to go to Customization > scripted records > invoice and see what makes sense. Lastly, if you have a script that makes the default of Include Transaction in an email set to False globally and you want to have only an email sent from the invoice record to have the default of Include Transaction be set to True, you can use the request from the scriptContext or use the parameters to tell which transaction the message is for, or use the referer in the headers. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.87075007
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.845981061
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.845785916
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