If your workspace does not use the latest version of the standard record page, add the tab for email templates manually in UI Builder.

Before you begin

Role required: email_client_admin

If your workspace is built using the standard record page, the email templates tab is available by default and manually adding the email templates tab in UI Builder is not needed.

Procedure

  1. Open a record page in UI Builder:
    1. Navigate to All > Now Experience Framework > UI Builder.
    2. Open an experience to work in or create an experience by selecting + Create.
      See Configure how users interact with your applications in UI Builder for more information on creating experiences.
    3. Open or create a record page in the experience.
      For more information on creating a record page in UI Builder, see Learning UI Builder.
  2. Add a tab for email templates to the sidebar by selecting + Add component under the Tab sidebar.
  3. Add a Tabs component.
  4. In the Tab Settings panel, add the following settings for each field.
    Field nameConfiguration
    Tab label Enter Email Templates.
    Icon Select Envelope Plus Outline.
    Hide tab Enter IF(@data.record.isEmailClientEnabled,false,true).
  5. Select Create.
  6. Configure Agent Assist to apply contextual search:
    1. Navigate to Tab sidebar > Email Templates (Flex).
    2. Select + Add component, and select Agent Assist.
    3. Select Record agent assist with email templates from the Preset list.
      Agent assist preset
  7. Note: If you select the Record agent assist with email templates preset, the following fields will auto-fill. These steps are only needed if the agent assist preset is not available.
    Change the Table config property to Email Templates [global] in the Agent Assist panel.
  8. Open the Events tab, and select + Add event handler under Apply Email Template.
  9. Select [Record] Request Email Action, and configure the following properties within its panel.
    Field nameConfiguration
    Sys ID Enter -2.
    Target table Enter @payload.params.sysparm_parent_table.
    Target record Enter @payload.params.sysparm_parent_sys_id.
    Reply Type Enter @data.record.activityStream.composeEmailInfo.replyType.
    Reply ID Enter @data.record.activityStream.composeEmailInfo.replyId.
    Should focus email tab Select to activate.
    Template details Enter @payload.templateDetails.