How to add cc emails to new email

I had a similar requirement, the problem is that when you clcick the + on the Email subpanel on Cases you don't know WHICH email you are replying to.

I solved the issue by creating a "reply all" option in rowactions ( on each line of the Email Subpanel ), by selecting that reply you know which email you are replying to.

It was not easy.

In

custom/modules/Emails/clients/base/views/<your cases subpanel view>/<your cases subpanel view>.php

I added three custom email actions: reply, reply all and forward (opendetails ia a custom view of the email thread)

They behave as you would expect in an email client.

  'rowactions' => array (
    'actions' => array (
      array(
        'type' => 'rowaction',
        'css_class' => 'btn',
        'event' => 'list:customemailreply:fire',
        'tooltip' => 'Reply to email',
        'icon' => 'fa-reply',
        'acl_action' => 'create',
      ),
      array(
        'type' => 'rowaction',
        'event' => 'list:customemailreplyall:fire',
        'label'=>'LBL_REPLY_ALL',
        'tooltip' => 'Reply All',
        'icon' => 'fa-mail-reply-all',
        'acl_action' => 'create',
      ),
      array(
        'type' => 'rowaction',
        'event' => 'list:customemailforward:fire',
        'label'=>'LBL_FORWARD',
        'tooltip' => 'forward',
        'icon' => 'fa-mail-forward',
        'acl_action' => 'create',
      ),

      array(
        'type' => 'rowaction',
        'event' => 'list:opendetails:fire',
        'label' => 'LBL_OPEN_EMAIL_DETAILS',
        'tooltip' => 'Read email',
        'acl_action' => 'create',
      ),
    ),

In the controller for the same view:

custom/modules/Emails/clients/base/views/<your cases subpanel view>/<your cases subpanel view>.js

I defined the actions to be taken when each of the events is fired.

({
  extendsFrom:'SubpanelListView',
  initialize: function(options){
    this._super('initialize', [options]);
    this.context.on('list:customemailreply:fire',this.customReplyClicked);
    this.context.on('list:customemailreplyall:fire',this.customReplyAllClicked);
    this.context.on('list:customemailforward:fire',this.customForwardClicked);
    this.context.on('list:opendetails:fire',this.opendetailsClicked);
  },
  opendetailsClicked: function(emailModel){
    //show progress message
    app.alert.show('loading-details', {
      level: 'info',
      messages: 'Loading details...',
      autoClose: false
    });
    var url = app.api.buildURL('getCustomEmailDetails/'+emailModel.get('id'));
    app.api.call('read', url, null, {
      success: _.bind(function(data) {
        console.log(data);
        app.alert.dismiss('loading-details');
        app.drawer.open({
          layout:'custom-email-detail',
          context:{
            emailDetails: data,
          }
        });
      })
    });
  },
  customForwardClicked: function(emailModel){
    var caseModel = this.get('parentModel'),
        caseId = caseModel.get('id'),
        emailType = emailModel.get('status');
    if(emailType == 'draft'){
      emailModel.set('isNotEmpty', true);
      //editing a draft
      //open the drawer with the email  as was when last saved
      app.drawer.open({
        layout:'compose',
        context:{
          create: false,
          model: emailModel,
          module: 'Emails',
        }
      },this);
    }else{
      var emailId = emailModel.get('id'),
          messageType = 'forward',//internal, reply, replyAll, forward or new
          url = app.api.buildURL('Emails/getCustomCompose/'+messageType+'/'+caseId+'/'+emailId);
      //new forwardpre-populate some information
      App.api.call('GET', url, '',{
        success: _.bind(function(o){
          app.drawer.open({
            layout:'compose',
            context:{
              create: true,
              prepopulate: o ,
              module:'Emails',
            }
          });
        }, this),
        error: _.bind(function(o){
          console.log(o);
        }, this),
      });
    }
  },
  customReplyAllClicked: function(emailModel){
    var caseModel = this.get('parentModel'),
        caseId = caseModel.get('id'),
        emailType = emailModel.get('status');
    if(emailType == 'draft'){
      emailModel.set('isNotEmpty', true);
      //editing a draft
      //open the drawer with the email  as was when last saved
      app.drawer.open({
        layout:'compose',
        context:{
          create: false,
          model: emailModel,
          module: 'Emails',
        }
      },this);
    }else{
      var emailId = emailModel.get('id'),
          messageType = 'replyAll',//internal, reply, replyAll or new
          url = app.api.buildURL('Emails/getCustomCompose/'+messageType+'/'+caseId+'/'+emailId);
      //new reply pre-populate some information
      App.api.call('GET', url, '',{
        success: _.bind(function(o){
          app.drawer.open({
            layout:'compose',
            context:{
              create: true,
              prepopulate: o ,
              module:'Emails',
            }
          });
        }, this),
        error: _.bind(function(o){
          console.log(o);
        }, this),
      });
    }
  },
  customReplyClicked: function(emailModel){
    var caseModel = this.get('parentModel'),
        caseId = caseModel.get('id'),
        emailType = emailModel.get('status');
    if(emailType == 'draft'){
      emailModel.set('isNotEmpty', true);
      //editing a draft
      //open the drawer with the email  as was when last saved
      app.drawer.open({
        layout:'compose',
        context:{
          create: false,
          model: emailModel,
          module: 'Emails',
        }
      },this);
    }else{
      var emailId = emailModel.get('id'),
          messageType = 'reply',//internal, reply, replyAll or new
          url = app.api.buildURL('Emails/getCustomCompose/'+messageType+'/'+caseId+'/'+emailId);
      //new reply pre-populate some information
      App.api.call('GET', url, '',{
        success: _.bind(function(o){
          app.drawer.open({
            layout:'compose',
            context:{
              create: true,
              prepopulate: o ,
              module:'Emails',
            }
          });
        }, this),
        error: _.bind(function(o){
          console.log(o);
        }, this),
      });
    }
  }
});

As you can see the actions use a CustomCompose, which is the custom API that takes care of setting the necessary variables for the drawer to prepopulate with the necessary information

in custom/modules/Emails/clients/base/api/getCustomComposeApi.php

(I have some additional custom compose here for panel-top emails actions such as Internal Compose, and Custom Compose which are panel-top actions that are not specific to an email).

<?php
class getCustomComposeApi extends SugarApi
{
  public function registerApiRest(){
    return array(
      'getCustomCompose' => array(
        // What type of HTTP request to match against, we support GET/PUT/POST/DELETE
        'reqType' => 'GET',
        // This is the path you are hoping to match, it also accepts wildcards of ? and <module>
        'path' => array('Emails', 'getCustomCompose', '?','?','?'),
        // These take elements from the path and use them to populate $args
        'pathVars' => array('','','type','caseId', 'emailId'),
        // This is the method name in this class that the url maps to
        'method' => 'getCustomCompose',
        // The shortHelp is vital, without it you will not see your endpoint in the /help
        'shortHelp' => 'Generates options for Email Reply button on subpanel in cases module',
        // The longHelp points to an HTML file and will be there on /help for people to expand and show
        'longHelp' => '',
      ),
    );
  }

  /**
   * Generate the Custom compose data package consumed by the quick compose screens.
   *
   * @param Array $data
   * @param $data['email_id'] email The BeanID for the Email we are replying to
   * @param $data['parent_id'] is assumed to be a Case ID
   * @param $type internal = send to Engineers, new = send to user, use case data likely no email to reply to, reply = copy original email .
   */
  function getCustomCompose($api, $args){
    global $current_user, $app_list_strings;
    $data = array();
    $data['email_id']= !empty($args['emailId'])?$args['emailId']:'';
    $data['parent_id']=$args['caseId'];
    $type = $args['type'];
    $toAddresses = array();
    $ccAddresses = array();
    //need to retrieve the full case bean, not all the bean values are pulled in the "bean"
    $case = BeanFactory::retrieveBean('Cases',$data['parent_id']);
    $parent_id = $case->id;
    $parent_type = 'Cases';
    if($type== 'new'){
      $GLOBALS['log']->debug("CustomCompose:: New");
      //NEW EMAIL to Customers
      //send the email TO all contacts on the case, eliminate duplicates
      //default in the from address, this is needed especially for cases from forms that don't have
      //any matching contacts
      $rel = 'contacts';
      $case->load_relationship($rel);
      foreach($case->$rel->getBeans() as $contact){
        $sea = BeanFactory::newBean('EmailAddresses');
        $email_addr = $sea->getPrimaryAddress($contact);
        $toAddresses[]=array(
          'email'=>$email_addr,
          'module'=> 'Contacts',
          'name'=>$contact->full_name
        );
      }
      //add the address from the case if valid
      //sugar should take care not to send duplicates 
      if(isset($case->case_from_addr_c) && filter_var($case->case_from_addr_c, FILTER_VALIDATE_EMAIL)){
        $toAddresses[]=array(
          'email'=>$case->case_from_addr_c,
          'module'=> '',
          'name'=>$case->case_from_addr_c
        );
      }
      //set up the BODY of the email as a copy of the case description
      $preBodyHTML = "<div><br><br><br> <hr></div>" . "<i><small>On: " . $case->date_entered . " " . $case->case_from_addr_c . " submitted the following Case:</small></i><br />";
      $order   = array("\r\n", "\n", "\r");
      $replace = '<br />';
      //default the body to the description of the case
      //in case we use this from panel-top
      $body = str_replace($order, $replace,$case->description);
      if(strpos($case->name, str_replace('%1',$case->case_number,$case->getEmailSubjectMacro()))===FALSE){
        //set the SUBJECT with the case macro valid for all compose types
        $subject=str_replace('%1', $case->case_number, $case->getEmailSubjectMacro() . " ". $case->name);
      }else{
         $subject = $case->name;
      }
      if(!preg_match('/^(re:)+/i', $subject)) {
        $subject = "RE: {$subject} ";
      }
    }elseif($type == 'internal'){
      $GLOBALS['log']->debug("CustomCompose:: internal");
       //INTERNAL EMAIL to Case Engineers
       //send the email TO all engineers on the case, eliminate duplicates
       $rel = 'cases_users_1';
       $case->load_relationship($rel);
       $toAddresses = array();
       foreach($case->$rel->getBeans() as $user){
         $sea = BeanFactory::newBean('EmailAddresses');
         $email_addr = $sea->getPrimaryAddress($user);
         if(!empty($email_addr)){
           $GLOBALS['log']->debug("add user to To address:" . $email_addr);
           $toAddresses[]=array(
             'email'=>$email_addr,
             'module'=> 'Users',
             'name'=>$user->user_name
           );
         }
       }
       //get assigned user info
       if(!empty($case->assigned_user_id)){
         $auser = BeanFactory::retrieveBean('Users', $case->assigned_user_id);
         //add the assigned user to the To
         //the To cannot be empty, if there is no one the system will add the original customer
         $sea = BeanFactory::newBean('EmailAddresses');;
         $aemail_addr = $sea->getPrimaryAddress($auser);
         $GLOBALS['log']->debug("add user to To address:" . $aemail_addr);
         if(!empty($aemail_addr)){
           $toAddresses[]=array(
             'email'=>$aemail_addr,
             'module'=> 'Users',
             'name'=>$auser->user_name
           );
         }
       }
       // add current user
       $cea = BeanFactory::newBean('EmailAddresses');;
       $cemail_addr = $cea->getPrimaryAddress($current_user);
       $GLOBALS['log']->debug("add user to To address:" . $cemail_addr);
       if(!empty($cemail_addr)){
          $toAddresses[]=array(
            'email'=>$cemail_addr,
            'module'=> 'Users',
            'name'=>$current_user->user_name
          );
       }
       if (empty($auser)) $auser = $current_user;
       //get primary contact info for body
       $contact = BeanFactory::retrieveBean('Contacts',$case->contact_id_c);
       //get Account info for body
       $account = BeanFactory::retrieveBean('Accounts',$case->account_id);
       $order   = array("\r\n", "\n", "\r");
       $replace = '<br />';
       $preBodyHTML =<<<BODY
<pre>
================================================
     This is a posting from Technical Support
================================================
         Engineer: {$auser->first_name} {$auser->last_name}
                    speaking for...
         Customer: {$contact->full_name}
     Organization: {$account->name}
          Product: {$app_list_strings['case_product_dd'][$case->case_product_c]}
          Version: {$case->case_product_version_c}
         Platform: {$app_list_strings['product_platforms_list_DD'][$case->case_platform_c]}
    Date Received: {$case->date_entered}

Technical Summary:

        {$case->case_summary_c}

      Description:

        {$case->description}
------------------------------------------------
</pre>
BODY;
      $body = '';
      //set the SUBJECT with the case macro valid for all compose types
      if(strpos($case->name, str_replace('%1',$case->case_number,$case->getEmailSubjectMacro()))===FALSE){
        //set the SUBJECT with the case macro valid for all compose types
        $subject=str_replace('%1', $case->case_number, $case->getEmailSubjectMacro() . " ". $case->name);
      }else{
         $subject = $case->name;
      }
      if(!preg_match('/^(re:)+/i', $subject)) {
        $subject = "RE: {$subject} ";
      }
    }elseif($type == 'reply' && !empty($data['email_id'])){
      $GLOBALS['log']->debug("CustomCompose:: as Reply to emailID " .$data['email_id']);
      //assume it's a reply message TO the original sender of the email in question
      //or a draft
      $ie = BeanFactory::retrieveBean('Emails',$data['email_id']);
      if($ie->type == 'draft'){
        //return the draft as is
        return;
      }else{
        //not a draft, composing a reply
        //set the recipient as the reply-to or from of the original message
        //unless it's from the queue
        if((!empty($ie->reply_to_email) && $ie->reply_to_email!=$case->case_queue_c) ||
           (!empty($ie->from_addr) && $ie->from_addr !=$case->case_queue_c)){
          $email_addr = !empty($ie->reply_to_email)?$ie->reply_to_email:$ie->from_addr;
        }else{
          $email_addr = $ie->to_addrs;
        }
        $GLOBALS['log']->debug('$email_addr = ' . $email_addr);
        $name = !empty($ie->reply_to_addr)?$ie->reply_to_addr:$email_addr;
        $GLOBALS['log']->debug('$name = ' . $name);
        if(!empty($email_addr)){
          $toAddresses[]=array(
            'email'=>$email_addr,
            'module'=> '',
            'name'=>$name,
          );
        }
        //include Cc'd addresses?

        //include Case Contacts
/*
        $case = BeanFactory::retrieveBean('Cases',$data['parent_id']);
        $parent_id = $case->id;
        $parent_type = 'Cases';
        $rel = 'contacts';
        $case->load_relationship($rel);
        foreach($case->$rel->getBeans() as $contact){
          $sea = BeanFactory::newBean('EmailAddresses');;
          $email_addr = $sea->getPrimaryAddress($contact);
          $toAddresses[]=array(
            'email'=>$email_addr,
            'module'=> 'Contacts',
            'name'=>$contact->full_name
          );
        }
*/
        //use the BODY of the original message in the email
        $description = '';
        if(!empty($ie->description)){
          $description = $ie->description;
        }elseif(!empty($ie->description_html)){
          $description = $ie->description_html;
        }
        $GLOBALS['log']->debug('description = ' . $description);
        $preBodyHTML = " <div><br><br><br><hr></div>";
        $order   = array("\r\n", "\n", "\r");
        $replace = '<br />';
        $body = str_replace($order, $replace,$description);
        //the email should come FROM the queue, not the individual
        //we override the default in custom/modules/Emails/clients/base/api/sender/sender.js
        if(strpos($ie->name, str_replace('%1',$case->case_number,$case->getEmailSubjectMacro()))===FALSE){
          $subject=str_replace('%1', $case->case_number, $case->getEmailSubjectMacro() . " ". $ie->name);
        }else{
          $subject=$ie->name;
        }
        if(!preg_match('/^(re:)+/i', $subject)) {
          $subject = "RE: {$subject} ";
        }
      }
    }elseif($type == 'replyAll' && !empty($data['email_id'])){
      $GLOBALS['log']->debug("CustomCompose:: as Reply to emailID " .$data['email_id']);
      //assume it's a reply message TO the original sender of the email in question
      //or a draft
      $ie = BeanFactory::retrieveBean('Emails',$data['email_id']);
      if($ie->type == 'draft'){
        //return the draft as is
        return;
      }else{
        //not a draft, composing a reply
        //set the recipient as the reply-to or from of the original message
        $email_addr = !empty($ie->reply_to_email)?$ie->reply_to_email:$ie->from_addr;
        $GLOBALS['log']->debug('$email_addr = ' . $email_addr);
        $name = !empty($ie->reply_to_addr)?$ie->reply_to_addr:$email_addr;
        $GLOBALS['log']->debug('$name = ' . $name);
        if(!empty($email_addr)){
          $toAddresses[]=array(
            'email'=>$email_addr,
            'module'=> '',
            'name'=>$name,
          );
        }

        //include Cc
        $email_addr_cc = !empty($ie->cc_addrs)?$ie->cc_addrs:'';
        $GLOBALS['log']->debug('$email_addr_cc = ' . $email_addr_cc);
        $name = !empty($ie->cc_addrs)?$ie->cc_addrs:'';
        $GLOBALS['log']->debug('$name = ' . $name);
        if(!empty($email_addr_cc)){
          $ccAddresses[]=array(
            'email'=>$email_addr,
            'module'=> '',
            'name'=>$name,
          );
        }


        //use the BODY of the original message in the email
        $description = '';
        if(!empty($ie->description)){
          $description = $ie->description;
        }elseif(!empty($ie->description_html)){
          $description = $ie->description_html;
        }
        $GLOBALS['log']->debug('description = ' . $description);
        $preBodyHTML = " <div><br><br><br><hr></div>";
        $order   = array("\r\n", "\n", "\r");
        $replace = '<br />';
        $body = str_replace($order, $replace,$description);
        //the email should come FROM the queue, not the individual
        //we override the default in custom/modules/Emails/clients/base/api/sender/sender.js
        if(strpos($ie->name, str_replace('%1',$case->case_number,$case->getEmailSubjectMacro()))===FALSE){
          $subject=str_replace('%1', $case->case_number, $case->getEmailSubjectMacro() . " ". $ie->name);
        }else{
          $subject=$ie->name;
        }
        if(!preg_match('/^(re:)+/i', $subject)) {
          $subject = "RE: {$subject} ";
        }
      }

    }elseif($type == 'forward' && !empty($data['email_id'])){
      $GLOBALS['log']->debug("CustomCompose:: as Forward emailID " .$data['email_id']);
      $ie = BeanFactory::retrieveBean('Emails',$data['email_id']);
      if($ie->type == 'draft'){
        //return the draft as is
        return;
      }else{
        //not a draft, composing a forward
        //no recipient therefore set to current user or the system will default customer
        // add current user
        $cea = BeanFactory::newBean('EmailAddresses');;
        $cemail_addr = $cea->getPrimaryAddress($current_user);
        $GLOBALS['log']->debug("add user to To address:" . $cemail_addr);
        if(!empty($cemail_addr)){
           $toAddresses[]=array(
             'email'=>$cemail_addr,
             'module'=> 'Users',
             'name'=>$current_user->user_name
           );
        }
        //use the BODY of the original message in the email
        $description = '';
        if(!empty($ie->description)){
          $description = $ie->description;
        }elseif(!empty($ie->description_html)){
          $description = $ie->description_html;
        }
        $GLOBALS['log']->debug('description = ' . $description);
        $ie = BeanFactory::retrieveBean('Emails',$data['email_id']);

        $preBodyHTML =<<<FWD
<pre>
---------- Forwarded message ----------
From: {$ie->from_addr}
Date: {$ie->date_sent} (UTC)
Subject: {$ie->name}
To: {$ie->to_addrs}
</pre>
FWD;
        $order   = array("\r\n", "\n", "\r");
        $replace = '<br />';
        $body = str_replace($order, $replace,$description);
        //the email should come FROM the queue, not the individual
        //we override the default in custom/modules/Emails/clients/base/api/sender/sender.js
        if(strpos($ie->name, str_replace('%1',$case->case_number,$case->getEmailSubjectMacro()))===FALSE){
          $subject=str_replace('%1', $case->case_number, $case->getEmailSubjectMacro() . " ". $ie->name);
        }else{
          $subject=$ie->name;
        }
        if(!preg_match('/^(fwd:)+/i', $subject)) {
          $subject = "Fwd: {$subject} ";
        }
      }

    }

    //build the return the package
    $composePackage = array(
      'to_addresses' => $toAddresses,
      'cc_addresses' => $ccAddresses,
      'parent_type'      => 'Cases',
      'parent_id'        => $case->id,
      'parent_name'    => $case->name,
      'subject'  => $subject,
      'html_body'        => $preBodyHTML . $body,
      'body'             => $preBodyHTML . $body,
      'attachments'      => array(),
      //'email_id'       => (isset($email_id)?$email_id:''),
      //'email_config'   => $fromAddress,
    );
    //the compose needs some additional information to get the preview 
    if($type == 'reply') $composePackage['related'] = array('parent_id'=>$case->id, 'parent_type'=>'Cases');
    foreach ($composePackage as $key => $singleCompose)
    {
      if (is_string($singleCompose)) $composePackage[$key] = str_replace(" ", " ", from_html($singleCompose));
    }
    return ($composePackage);
  }
}

Note that we also override the sender of the email to be the queue - we don't send out Case emails from individuals but queues:

custom/modules/Emails/clients/base/fields/sender/sender.js (I have the wrong path in the code comments above line 347)

Note that it uses the "case_queue_c" field in Cases (a custom field) that is populated with the email address of the case queue in a logic hook when the Case is created (another adventure, see: https://community.sugarcrm.com/message/81897#comment-81897 )

({
    fieldTag: 'input.select2',
    initialize: function(options) {
        _.bindAll(this);
        app.view.Field.prototype.initialize.call(this, options);
        this.endpoint = this.def.endpoint;
    },
    _render: function() {
        var result = app.view.Field.prototype._render.call(this);
        if (this.tplName === 'edit') {
            var action = (this.endpoint.action) ? this.endpoint.action : null,
                attributes = (this.endpoint.attributes) ? this.endpoint.attributes : null,
                params = (this.endpoint.params) ? this.endpoint.params : null,
                myURL = app.api.buildURL(this.endpoint.module, action, attributes, params);
            app.api.call('GET', myURL, null, {
                success: this.populateValues,
                error:   function(error) {
                    app.alert.show('server-error', {
                        level: 'error',
                        messages: 'ERR_GENERIC_SERVER_ERROR'
                    });
                    app.error.handleHttpError(error);
                }
            });
        }
        return result;
    },
    populateValues: function(results) {
        var self = this,
            defaultResult,
            defaultValue = {},
            parentMod = this.context.parent,
            parentModule = parentMod.get('module'),
            queue = ('('+parentMod.get('model').get('case_queue_c')+')').replace(/[.*+?^${}()|[\]\\]/g, "\\$&");;
        if (this.disposed === true) {
            return; //if field is already disposed, bail out
        }
        if (!_.isEmpty(results)) {
            if(parentModule == 'Cases' && typeof(queue)!= 'undefined'){
              var pattern = new RegExp('.*'+queue+'.*');
              defaultResult = _.find(results, function(result) {
                return result.display.match(pattern);
              });
            }else{
              defaultResult = _.find(results, function(result) {
                return result.default;
              });
            }
            defaultValue = (defaultResult) ? defaultResult : results[0];
            if (!this.model.has(this.name)) {
                this.model.set(this.name, defaultValue.id);
            }
        }
        var format = function(item) {
            return item.display;
        };
        this.$(this.fieldTag).select2({
            data:{ results: results, text: 'display' },
            formatSelection: format,
            formatResult: format,
            width: '100%',
            placeholder: app.lang.get('LBL_SELECT_FROM_SENDER', this.module),
            initSelection: function(el, callback) {
                if (!_.isEmpty(defaultValue)) {
                      callback(defaultValue);
                }
            }
        }).on("change", function(e) {
            if (self.model.get(self.name) !== e.val) {
                self.model.set(self.name, e.val, {silent: true});
            }
        });

        this.$(".select2-container").addClass("tleft");
    },

  /**
   * {@inheritdoc}
   *
   * We need this empty so it won't affect refresh the select2 plugin
   */
  bindDomChange: function() {
  }
})

HTH, comments welcome.
FrancescaS

This is the first answer that I have received about sugar that is extremely useful.  Thank you so much for your comment!  I have not implemented what you suggested yet, but I will let you know what happens.

This is the first answer that I have received about sugar that is extremely useful.  Thank you so much for your comment!  I have not implemented what you suggested yet, but I will let you know what happens.