Allows emails to be sent from any Standard or Custom object record and include selected attachments or files related to the record. You can also apply any existing email template to your email.

Email Attachments Button

To access the Email with Attachments page, the Lightside Apps Email Attachments button must be setup and on the Page Layout.

Create a custom 'Email Attachments' button

An Email Attachments button is included in the Power Tools package for Accounts, Contacts, Cases and Opportunities and you can add them to the Page Layout(s) of those objects to start email Files and Attachments from those Objects. To use on any other Standard or Custom Object, create a custom button using these instructions:

• From the Object you would like to add the button for, go to the Buttons, Links, and Actions section and click on New Button or Link
  
1. Give the button Label, Name and optionally a Description
2. Select Detail Page button as the Display Type
3. Select Display in existing window without sidebar or header as the Behaviour
4. Select URL as the Content Source
5. The actual URL should be /apex/lightsideapps__EmailAttachments?id={!Object.Id}. Where Object is the Object API Name that this button is for eg {!Account.Id} or {!Custom_Object__c.Id}
6. You can also add 7 optional parameters:
   1. TemplateId: The Id of the Email Templage the page should default to (if this parameter isn't provided no template will be pre-loaded).
   2. ShowTemplates: Set to false to remove the option to select an Email Template on the page (if this parameter isn't provided it will default to true)
   3. ShowOrgWideEmails: Set to true to allow the user to select from Org-Wide Email address listed in the lightsideapps__Org_Wide_Email_Id__c Custom Setting, as the sender of the email. Without this parameter (or if the parameter is not true) the email will be sent from the current user. The Id's of the Org-Wide Email Addresses to be available to select must be stored in the lightsideapps__Org_Wide_Email_Id__c Custom Setting.
   4. cc: A comma deliminated list of email addresses that the email will be Cc'd to eg [email protected] or [email protected],[email protected]
   5. bcc: A comma deliminated list of email addresses that the email will be Bcc'd to eg [email protected] or [email protected],[email protected]
      Note: if Compliance BCC Email is turned on in your Org, all Bcc emails are disabled and this parameter will not function
   6. ShowEmailDetails: Set to false to remove visibility of the Email Subject and Body. Only useful when using the Template Id as a URL parameter to ensure the email subject and body is not seen or edited. Default value is True.
   7. ReadOnlyEmail: Set to true to have the email subject and body of an applied template read only. Only useful when using the Template Id as a URL parameter to ensure the email subject and body cannot be edited.
   e.g. /apex/lightsideapps__EmailAttachments?id={!lightsideapps__Lightside_Apps__c.Id}&TemplateId=00X28000001ImRrEAK&ShowTemplates=false&ShowOrgWideEmails=true&[email protected],[email protected]&[email protected],[email protected]
   

• Click Save and add the Button to the Page Layouts to start emailing your records Files and Attachments.

Access the Email with Attachments Page

1. Click on the included Email Attachments Button or your custom Button (created via the instructions above) to go to the File and Attachment Email Page.
   

Email Attachments Page

The Email Attachments Page consists of a number of sections

Select Email Template (optional)

Depending how this page has been configured you may have the option to Select an Email Template as per below; or an Email Template may have been set by default upon arriving at this page; or the option to select an Email Template has been removed. Please see the Config Guide for information on how to setup these options.
If the page setup has allowed it, you can add an Email Body and Subject (including merged fields) from an existing Email Template. As the page needs to reload to allow the email body to populate, Selecting a Template will clear all fields other than the Email Subject and Body. Ensure you select the template first if relevant.

1. Select an Email Folder
2. Select an Email Template
3. Click on Apply Template

The page will reload and the Email Subject and Body will be populated:

Quick Select: Related Email Recipients

Shows possible email recipients listed on the record that the Email Attachments Page was accessed from. To email any of these recipients:

1. Tick the checkbox beside the recipient; then
2. Select either To, Cc or Bcc
   

Add Additional Recipients

Allows you to add either

1. A Colleague (an Active User),
2. A Contact (the email from a contact record), or
3. A specific email address
   
4. Then select either To, Cc or Bcc for each additional recipient
   

Email Details

If you previously applied an email template then it will be visible here. You can edit the applied template if required.
If no email template was applied then enter the email Subject and Body here.

1. Add (or edit) the Email Subject
2. Add (or edit) the Email Body
3. Optionally choose whether to create an Email Activity against the related record. Note:
   
   • If the 'Force Activity on Attachment Email' Custom Setting is set to True, the 'Create Activity' Checkbox will be hidden and an Activity will always be created.
   • The Task Recordtype will default to the Users default Task Recordtype unless the 'Email Attachment Task RecordType' Custom Setting has a specific RecordType value entered (and the user has access to that Recordtype specified)
   • See the Power Tools Configuration Guide for help with this Custom Setting.
   

Select Email Attachments

You can optionally select which Attachments or Files to attach from the related record.

Note: The Attachments will be sent as per your 'Email Attachment Settings' in Salesforce, either:

• As links always
• Inline up to 3 MB per email or as links if more
• Inline up to the Salesforce email size limit or as links if more

Send Email

Click on the Send button to send your email.

Identify Activities created via the File and Attachment Email Tool

There is a custom Power Tools field called Created By Attachment Email (lightsideapps__Created_By_Attachment_Email__c) on Activities that is set to True on all Activities created via the File and Attachment Email Tool. You can use this field initiate other workflow processes as required.

Compliance BCC Email

If your Organisation has Compliance BCC Email turned on, then all Bcc options on the page will be disabled