How to Create e2a Emails tab?

e2a Emails Tab

E2A emails tab provides users with an easier way to access all the e2a Emails in one place. e2a Emails related to each record are shown under that record on the 'e2a Emails' related list, but with this tab, they will also be accessible at one centralized place.

To create this tab, please follow the instructions below:

Adding the Tab

1. Go to Setup
2. Search for Tabs in the Quick Find box
3. Press New from the Custom Object Tabs section (Please see the screenshot below)

3. In the Object dropdown, select e2a Email 
4. Select any Tab Style and add a Description of your choice (Example: Tab for e2a Emails). Please see screenshot below too:

5. Press Next
6. Set Tab's Visibility according to your requirements (Users of which Profiles could see the Tab)
7. Press Next
8. Select other Apps in which you want to include this tab
9. Press Save

Now 'e2a Emails' tab will be accessible in 'All Tabs'.

Adding ListViews to the e2a email tab

The e2a emails can be viewed from the object (Standard or Custom) records where they get attached and are available in the related list. However, some users want to see a more centralized look of emails as in a standard mailbox. So, we can customize the e2a email tab to provide that overview. For that, we create ListViews to mimic Inbox/Outbox, where users can view all the emails regardless of which object they are attached to. 

Inbox ListView

To create the Inbox ListView please follow the steps below:

1. Go to the e2a emails tab
2. Click on the cog () sign on the right side of the listview and click on the New button.
3. Add Inbox in the List Name field and set appropriate visibility for users and click on the Save button.
4. Once the listview is created, click on the funnel () sign on the right side of the listview to add filters for the list view.
   1. Click on the Filter by Owner filter and select All e2a emails option and click on Done button.
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   2. Click on the Add Filter link and select the incoming field from the drop-down, set operation to equals, for value select True, and then click on the Done button.
   3. Click on the Save button to save the filters added
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5. Now add the fields that you want to see in the Listview. To do that, click again on the cog () sign and select the Select Fields to Display option. It will load the popup where you can select a field from the left window and move to the right. You can select fields like From Address, To Address, Message Date, etc. Once done, click on the Save button.
6. Here is what the Inbox ListView will look like. 

Following the above steps, you can create other Listviews as well. For example, to create one for Outbox, select False as the value in Step 4>2 above.

Please contact us at support@ortooapps.com for any questions.