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How to create a custom button to a Visualforce Email Template that has an Attachment
I've created a visualforce email template that has an attachment on it. It works really well when I click Send an Email, choose the contact, then choose the Template. However, I've created a custom link on the object that says Email. I want it to open up the email and automatically fill in the contact and the template. That way the user can change the body before sending it. When I click on the button it fills in the body from the template but there's no attachment! If I then select the template again, the attachment shows up.
There are merge fields from the RelatedTo and the Recipient in the body of the template which are working, so I don't know what is wrong.
Here's the link which passes the Contact, Quote ID, and Template ID to the Send Email page:
/_ui/core/email/author/EmailAuthor?p3_lkid={!Quote__c.Id}&retURL=%2F{!Quote__c.Id}&p2_lkid={!Quote__c.ContactId__c}&template_id=00XA0000000QX8G
And here's the template that it's using:
<messaging:emailTemplate subject="{!relatedTo.Type__c} {!relatedTo.Name} for {!recipient.Account.Name}" recipientType="Contact" relatedToType="Quote__c"> <messaging:plainTextEmailBody > Dear {!recipient.FirstName} {!recipient.LastName}, I have attached the {!relatedTo.Type__c}, as we discussed. Please call me if you have any questions. Sincerely, {!$User.FirstName} {!$User.LastName} {!$User.Phone} </messaging:plainTextEmailBody> <messaging:attachment renderAs="PDF" filename="{!relatedTo.Type__c} {!relatedTo.Name} for {!recipient.Account.Name}"> <c:quote quoteId="{!relatedTo.Id}"/> </messaging:attachment> </messaging:emailTemplate>
Paul,
Did you ever find a solution for creating a link to a visualforce email template and have it attach the attachment as well? If so, could you share what you did? I'm running into the same problem.
Thanks,
Brandon
Yes, just add &new_template=1 to the link, and it works. Here's the link that I used in the end:
/_ui/core/email/author/EmailAuthor?p3_lkid={!Quote__c.Id}&retURL=%2F{!Quote__c.Id}&p2_lkid={!Quote__c.ContactId__c}&new_template=1&template_id=00X300000018TZt