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How to add or remove the Email option on a form header menu. - Support and Troubleshooting
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  • How to add or remove the Email option on a form header menu.
KB0712446

How to add or remove the Email option on a form header menu.


3767 Views Last updated : Jan 3, 2025 public Copy Permalink
KB Summary by Now Assist

Issue



Description


You may notice some forms (incident for example) have an Email icon in the header menu which opens up an email client window.  Here we discuss how to toggle this feature for forms.

Procedure


This is controlled by an Attribute on the target table.  As an example, let's add the Email option to the Problem form.

  1. Enter 'sys_dictionary.list' in the Filter Navigator
  2. Filter where Table = problem
  3. Open the Collection record
  4. Select the Advanced view from the Related Links
  5. Now the 'Attributes' field is visible.  Add 'email_client=true' to the comma-delimited list, and then Save the record.
  6. Navigate to a Problem record. Notice you will now have the 'Email' envelope option


Screenshot Reference


email icon


Additional Information


You can find this and other attributes here: List of Dictionary Attributes


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