Thursday, Aug. 17, 2017

Invoke Send Email F9 applet using a custom button

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September 4, 2012

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Requirement:

Requirement is to invoke a Send Email applet using a custom button on the applet. User should be able to send the email in a similar waty like F9 functionallity.

Solution:
Follow the below configuration steps to implement the requirement.
1. In Siebel Tools, go to your applet and create a custom button as shown in screenshot below:

email_F9

Notes:
* “Send Communication Applet” – name of the Pop up applet used by vanilla F9 functionallity to send an email.
** “FileSendMail” – vanilla method used in F9 functionallity to send an email.

2. Modify the event called WebApplet_PreCanInvokeMethod in Server script of the applet as shown below:

 email_F9_1

3. Modify the web layout of this applet and expose the button in the correct applet mode.

4. Compile the applet and launch the Client to see the results as below:

* Button would appear as below:

email_F9_2

** Click on this button and the email applet will be popped up as below:

email_F9_3



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About Author

Gurdeep

Hi, I am sharing my experience to alleviate beginners with open UI and HI version of Siebel CRM. I work in Sun Life Financials and can be reached via IT Tool box as well. Thanks.

  • Memo

    Gurdeep thanks for the above. Do you know how to make the above default to send to contact? In normal f9 the first pop-up gives you the ability to choose contact, owner or neither. I would like to default the send email button to prepopulate the contact email – just as if i had clicked on the first popup already. I’m just looking to speed it up since agents always send to contacts only. Thank you.