Question

How to close email view after sending mail

The activity bar on top of Accounts, Contacts, Leads, ... allows me to send an email from those objects - so far so good.

 

Is there a way to close the email-section after sending those emails as this uses a lot of space?

And is it possible to show an todo-popup after sending an email? How to customize this?

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Best reply

Christian Waidner,

 

the code below added to the replaced LeadSectionActionsDashboard module will:

 

1) hide the tasks bar automatically after the email is sent from the task bar

2) open an activity mini page (as you click on the "Activity" icon in the task bar)

define("LeadSectionActionsDashboard", [],
    function() {
        return {
            attributes: {},
            messages: {
                "ActionsDashboardMessagePublished": {
                    mode: this.Terrasoft.MessageMode.BROADCAST,
                    direction: this.Terrasoft.MessageDirectionType.SUBSCRIBE
                }
            },
            methods: {
                subscribeSandboxEvents: function() {
                this.sandbox.subscribe("ActionsDashboardMessagePublished", this.executeMessageHandler, this,
                    []);
                this.callParent(arguments);
                },
                executeMessageHandler: function() {
                    setTimeout(this.hideTabs(), 1000);
                    setTimeout(this.openTask(), 1000);
 
                }
            },
            diff: /**SCHEMA_DIFF*/[]/**SCHEMA_DIFF*/
        };
    }
);

ActionsDashboardMessagePublished - is the base message present in the BaseMessagePublisherPage module, hideTabs is the base method that hides tabs (located in the BaseActionsDashboard) and openTask is the method from the BaseActionsDashboard that opens the activity page.

 

In case you need to replace it everywhere in the system you need to place this code in the replaced BaseActionsDashboard module.

 

Best regards,

Oscar

Hello Christian!

 

You can hide this panel with the help of the OOB tools. Please, use the  button for folding ↑ which is on the same panel to the right.

 

 

Best regards,
Kate

OK - I had to be more specific in my question it seems.

 

I know that you can close this section manually.

 

Is there a way to do it programatically? I do not want to send one email after another. Just send one mail and then automatically close that section.

Christian Waidner,

 

the code below added to the replaced LeadSectionActionsDashboard module will:

 

1) hide the tasks bar automatically after the email is sent from the task bar

2) open an activity mini page (as you click on the "Activity" icon in the task bar)

define("LeadSectionActionsDashboard", [],
    function() {
        return {
            attributes: {},
            messages: {
                "ActionsDashboardMessagePublished": {
                    mode: this.Terrasoft.MessageMode.BROADCAST,
                    direction: this.Terrasoft.MessageDirectionType.SUBSCRIBE
                }
            },
            methods: {
                subscribeSandboxEvents: function() {
                this.sandbox.subscribe("ActionsDashboardMessagePublished", this.executeMessageHandler, this,
                    []);
                this.callParent(arguments);
                },
                executeMessageHandler: function() {
                    setTimeout(this.hideTabs(), 1000);
                    setTimeout(this.openTask(), 1000);
 
                }
            },
            diff: /**SCHEMA_DIFF*/[]/**SCHEMA_DIFF*/
        };
    }
);

ActionsDashboardMessagePublished - is the base message present in the BaseMessagePublisherPage module, hideTabs is the base method that hides tabs (located in the BaseActionsDashboard) and openTask is the method from the BaseActionsDashboard that opens the activity page.

 

In case you need to replace it everywhere in the system you need to place this code in the replaced BaseActionsDashboard module.

 

Best regards,

Oscar

As i have not done a lot of creatio customization I struggle a bit where to place your piece of code. My LeadSectionsActionDashboard module looks like this.

Help is appreciated

 

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