One of our customers is an international company that has their headquarters and main marketing department in The Netherlands. Although the marketing department designs the templates that are used in regular sales actions, it is up to the regional offices across Europe themselves to create, adapt and send email blasts to their local customers. One of the challenges we faced here is they didn’t want to risk the situation where someone would misuse the “From name” and “From e-mail” fields to enter wrong or incorrect data. To solve this, we locked these fields and offered a solution where users can only choose pre-defined options.
Additionally, this solution falls within the standard security and business unit configuration and can be maintained in a flexible manner. Key users can easily add or remove e-mail addresses without any customization needs.
Here’s how we’ve done it:
First we created a new entity called “E-mail addresses.”
In this record, you can enter a name and email address.
Secondly, we added a required lookup on the Email Send form to the e-mail addresses. Here, users can select a predefined record, while the from name and email address are no longer required.
After the workflow is completed and the user refreshes the form, the send button is available again and the correct information is entered and shown in the fields.
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