Searching the Help
To search for information in the Help, type a word or phrase in the Search box. When you enter a group of words, OR is inferred. You can use Boolean operators to refine your search.
Results returned are case insensitive. However, results ranking takes case into account and assigns higher scores to case matches. Therefore, a search for "cats" followed by a search for "Cats" would return the same number of Help topics, but the order in which the topics are listed would be different.
Search for | Example | Results |
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A single word | cat
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Topics that contain the word "cat". You will also find its grammatical variations, such as "cats". |
A phrase. You can specify that the search results contain a specific phrase. |
"cat food" (quotation marks) |
Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase. |
Search for | Operator | Example |
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Two or more words in the same topic |
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Either word in a topic |
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Topics that do not contain a specific word or phrase |
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Topics that contain one string and do not contain another | ^ (caret) |
cat ^ mouse
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A combination of search types | ( ) parentheses |
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Add a custom action in email
Applies to User roles: Administrator
In the out-of-box system, predefined Smart Email actions can be embedded in the HTML templates for different modules. In addiction, you can tailor the system to add a new custom action for Smart Email.
To add a custom action (for example, an action called "ABC") in the HTML template, following these steps:
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Open the HTML template.
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In the Expressions tab of the HTML template, add the following line. This is the action display name.
var ABC_action_label = localscmsg(null, "SmartEmail", "ABC_action_label");
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In the HTML Source tab of HTML template, add the following line:
email_action(ABC,{ABC_action_label},{$RECORD.number},{$RECORD.brief_description},color:#ffffff;font-weight:semibold;text-decoration:none;)
Note Among the code, the "
color:#ffffff;font-weight:semibold;text-decoration:none;
" part is optional as it is for the display style of the custom action. -
In the MailService._genReplyBody() JavaScript, add the following line to the "default_action_body" array:
"ABC": _localscmsg(lang, “SmartEmail”, "ABC_default_body")
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Add the corresponding scmessage record used in step 2 and step 4.
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Modify the mailUtil.calcReplyTo() JavaScript if the logic of the reply email address needs to be changed. See Reply email address for the default "reply to" logic.
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Implement the logic of the new custom action as needed. You need to add the action in the
SmartEmailSMAdapter function sendRecord.