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Default Comments with clickable email in the body

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Posted on by tagustin2020

Hello Randy,

I'm trying to come up with canned responses for each Shipping Form status: New, On Hold and Shipped. I would like to include a hyperlinked email in the body of the email. My SharePoint column type is multiline of enhanced rich text. There is another issue with the formula below. I want the Logistics team to be able to overwrite the canned comments with something customized if they wish. I think the way I have it written below will wipe out any custom comments they enter. Is that correct?

Coalesce(If(ddStatusLS.Selected.Value="On Hold",
 "We need more information in order to process your request. Please send us an email at CSO-TeamName@company.com or call us at 503.627.XXXX, Hours of Operation: 7-3:30pm, 2pm deadline for same day shipments. Thank you.",
 ddStatusLS.Selected.Value="Shipped",
 "Your items have shipped. Let us know if you have any questions.",
 ddStatusLS.Selected.Value="New",
 "Someone from Logistics will review your shipping request as soon as possible. Thank you.",
 Parent.Default
))

Logistics Form Editable View:

I created an email hyperlink in the actual control versus the Default property of the data card value field.

User's Read-Only View:

Thank you Randy 😊

Teresa

Categories:

Building Power Apps

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RandyHayes 76,299 Super User 2024 Season 1 on at

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@tagustin2020

First question...why would you want to store the template in your item list for the record you are working on? Is that needed? It's not a problem, just curious what the purpose of storing the same message on every record would be.

My suggestion would be that you store the "canned email" as a template in a separate list. This way you can maintain the default message without having to alter the app if you need to change it.

A simple list in SharePoint (let's call it ShippingTemplates) with two columns - Title (text) and Template (multi-text enhanced).

Store your various templates in there with the Title column indicating the status - New, On Hold and Shipped

Add the ShippingTemplates list to your datasources in your app.

Change the HtmlText property of your RichTextEditor in your app to the following:

LookUp(ShippingTemplates, Title= ddStatusLS.Selected.Value, Template)

Change the DisplayMode property on the editor to allow those that can change to be allowed to do so (Edit) and View for all the rest.

You could also design an "admin" app that would allow admins to be able to alter the ShippingTemplates list as needed for when messages need to change.

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tagustin2020 on at

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Hi Randy,

That's a great idea. There is no need for me to record these comments to 'Domestic Shipping Requests'. I created a new SharePoint list per your instructions and added it as a data source in my app. My Rich Text Editor control doesn't appear to have an HTML property so I'm kind of stuck at that step. What should I use instead? Thanks, Teresa

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RandyHayes 76,299 Super User 2024 Season 1 on at

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@tagustin2020

Sorry...sometimes the property lookup in my head fails me 😂

It should be Default that you want.

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tagustin2020 on at

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@RandyHayes

Hi Randy, the new messages are populating great. Thanks!!! The only issue I'm having is that I would like to provide a clickable email link. Even though the email hyperlink is working properly in the Comment Template SharePoint list, it is not clickable in View mode in the app. Would be great to have the phone number be clickable as well. I already have this set-up for Logistics so they have an easy way to contact the user who makes a request, but is there a way to do it for static information like providing the Department's email and phone for the requestor's benefit?

I have to take my mom to an appointment so no need to answer this evening. Thanks again for all your help! Teresa

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RandyHayes 76,299 Super User 2024 Season 1 on at

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@tagustin2020

Yes, nothing would be clickable in any control (or child controls thereof) if the control is in View mode.

So, there would not be a way to allow that if the control is in View mode.

What you can do is have two controls - the Rich Text Editor and an HtmlText control.

Set the Default (richtexteditor control) and HtmlText (HtmlText control) properties to be the same as mentioned before. Set the visible property of the two controls based on if the user can edit or not. Leave the DisplayMode alone on both and set both to Edit. Let the HtmlText control be visible for those that cannot edit and the Visible of the RichTextEditor to be !yourHtmlTextControl.Visible

I might have misunderstood though...my impression what that you wanted these templates in order to send email notices. But, I am getting the impression that you are simply using this in the display to the user in the app. Is that accurate? And, if that was the case, what would be the purpose of certain people editing?? Maybe I am just missing something.

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tagustin2020 on at

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Hello Randy,

I plan to send email confirmations to the user when they first submit their request and when it is shipped. I'll send them a notification if their request is placed on hold. In addition to these email notifications, we wanted a way to show them and anyone else on their team who is curious about the status of the message, a status message in the app. The Logistics Crew didn't want to have to type in the same message every time so these template messages help spare them. Overall, the solution is working great. The only little piece I wanted to ask you about before we put a button on this is how to retain any custom comments the guys might enter. To be clear, custom messages are written back to the 'Domestic Shipping Request' SharePoint list and are visible to the user in the home screen info pop-up I designed, but they aren't yet visible to the Logistics Crew. The reason we need that is there are several guys on the crew. If "Logistics Joe" enters a custom message and another crew member comes along behind him to look at the request, they currently only see the template message. This will be an issue if Joe entered some helpful comments for "On Hold" orders in regards to what info they are waiting on. Does that make sense? I can't use an IfBlank test because the Admin screen control will always have something in it so I'm not sure how to build in the logic. Thanks for helping me with this. It will be another good lesson to have in my tool belt! Teresa

LOGISTICS ADMIN SCREEN
Here is the current Default property for the rich text editor control:

LookUp('Shipping Message Templates', Title= ddStatusLS.Selected.Value, Template)

HOME SCREEN USER VIEW
The HtmlText property is Parent.Default. As you can see, if the Logistics team enters a custom comment, it is displayed. I want Logistics to be able to see any custom messages as well on their Logistics Admin screen.

One other issue. The message template for New doesn't appear in the home screen pop-up when the request is first created. I tried the following HtmlText formula, but the LookUp portion of it is broken. What am I doing wrong?
If(ddStatusInfo.Selected.Value="New", LookUp('Shipping Message Templates', Title= ddStatusLS.Selected.Value="New", Template), Parent.Default)

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