How to add Email sub-panel present in different module

RE: How to add Email sub-panel present in different module

Chris Raffle — Wed, 09 Aug 2023 14:54:34 GMT

I wanted to revisit this topic as we now have a no-code product that meets your need and more! With Upsert Focused Views, you can now configure which subpanels you want to show on a record layout. To illustrate your example, I created the relationship between Activities & Meetings. I then created a focused view configuration for the Meetings module to only show the native Notes subpanel and the Emails subpanel:

With each focused view configuration you set up, you choose which users, teams, and/or roles receive that view. In this example, I want all users to see the same view so I associated the Global team. With that set, any user navigating to the Meetings record view sees only the subpanels I prescribed:

This plugin is great for removing unwanted subpanels on a module when you don't want to globally hide that subpanel for all modules.

Upsert Focused Views does a lot more, too! You can also prescribe which intelligence pane layout you want to have loaded for users. For record views where you have multiple tabs on the layout, you can choose which subpanels and intelligence pane you want to load for each tab to drive home a dynamic experience for your users, so the information that is most important to them is delivered when they need it.

Please reach out via our website if you would like to start a trial or want a more in-depth demo of Upsert Focused Views.

Chris

RE: How to add Email sub-panel present in different module

Luke Ridgway — Tue, 16 May 2023 10:11:21 GMT

Thanks ,

I had not... but ideally if looking at a meeting having the email sub panel there would have all the follow up emails in one place related to that specific meeting.

That said, I like the action button idea, but not sure if it ticks the box for this requirement. Maybe I could use it to pre popluate the subject line at least?

RE: How to add Email sub-panel present in different module

Vincent Amari — Wed, 10 May 2023 17:15:41 GMT

Hi Luke Ridgway

Have you looked into 'Action Buttons', and specifically the Action for 'Compose Email' may be a possibility?

RE: How to add Email sub-panel present in different module

Luke Ridgway — Wed, 10 May 2023 09:05:13 GMT

Hi Tony Romano,

The requirement is so they can follow up with email directly from that meeting (but from the email address/es it would still relate to the contact and account - the addition being also related to the specific meeting). Currently they use the notes subpanel to add info, or paste in the email from elsewhere.

RE: How to add Email sub-panel present in different module

Tony Romano — Wed, 10 May 2023 08:14:00 GMT

hi Luke Ridgway

Just curios if the requirement is either so that users can create an email related to the meeting (and Contact?), or just for convenience to create an email whilst viewing the Meeting record and related to the contact would be fine?

RE: How to add Email sub-panel present in different module

Luke Ridgway — Wed, 10 May 2023 08:01:04 GMT

Thanks Chris Raffle for the good info.

You are correct (I didn't notice the * before) the existing tasks relationship was created in studio:

meetings_tasks_1*

Meetings

Many to Many

Tasks

In my Sandbox, probably worth noting if anybody is interested: It also looks like once you add the Activities relationship that it is not able to be deleted from Studio. I see no aterisk on any of the new one and when opened there is no delete option, like there is with that Tasks one for example:

meetings_activities_1_calls	Meetings	One to Many	Calls
meetings_activities_1_meetings	Meetings	One to Many	Meetings
meetings_activities_1_notes	Meetings	One to Many	Notes
meetings_activities_1_tasks	Meetings	One to Many	Tasks
meetings_activities_1_messages	Meetings	One to Many	Messages

Thanks again Chris - I can update my users, I dont think the benefit outweighs the dev cost.

RE: How to add Email sub-panel present in different module

Chris Raffle — Tue, 09 May 2023 18:49:28 GMT

Hi Luke Ridgway,

By default the Meetings module only has an exposed relationship to the Notes module. If you have a Tasks subpanel displayed, that is likely from another custom relationship created through Studio that you could potentially delete if the relationship isn't actively used.

Creating the activities relationship is the recommended path to properly build a relationship to the Emails module but it creates the duplicate subpanels as you noted. There's no way to suppress those duplicate subpanels without making code modifications.

Chris

RE: How to add Email sub-panel present in different module

Luke Ridgway — Tue, 09 May 2023 15:30:30 GMT

Hello all, I had the same question and found this post.

My users have asked if they can have the Meetings module to display the Emails subpanel - makes sense, they want to conclude a meeting and follow with an email directly from that meeting - I was suprised it was not already there.

I am not sure if it should be there already by default and so perhaps we have some customisation to hide it (is there an obvious place where that would be?).

In production: We already have sub panels in the meetings module for:

Notes, and
Tasks - but that is all.

And the activities relationship exists... So i wonder if some other thing is hiding the emails subpanel???

In sandbox: I added a new one to many relationship in meetings, as per Frédéric Rinaldi's answer below and per the documentation here.

BUT... I now have:

2 Notes subpanels
2 Tasks subpanels
1 new Meetings subpanel
1 new Emails subpanel

Any ideas anybody?? Thought it would be a quickie this one 🤣

Luke.

RE: How to add Email sub-panel present in different module

Siddharth Patel — Thu, 09 Jun 2022 13:18:34 GMT

hi fred,

Thank you for your reply that worked for me i got all the sub-panels which i want in that module thanks alot.

Regards

Sid

RE: How to add Email sub-panel present in different module

Frédéric Rinaldi — Thu, 09 Jun 2022 13:11:20 GMT

Hello,

did you add the "activity" relationship (from the studio) that will add the relation with Tasks, Calls, Notes, Meetings and Emails ???

Fred