I would like to be able to let our Analysts send emails/notes to customers which have pre-filled text in them e.g. "Can you please try x; can you please confirm your location; sorry you have the wrong place etc"
Potentially each team/role could have their own lists of these, so I don't want to use a QuickAction per template, but rather let them pick from a list of templates on run.
Is there an ootb way to do this? Has anyone configured something like this?
So far what I've come up with is an insert child QA:
Child Object: IncidentContainsJournal:Journal#Notes
Category Status Update
Publish To Web True
Subject Additional information needed
Notes $(Prompt("Choose a template", "aa_randompicklist", 0, 0, false, true, "Please pick a template"))
This works, and spawns a note which pulls text from a picklist, so all i would need to do is make a BO + picklist and populate it, but I don't want to keep working on this if I've missed an easier way to achieve the same thing?