I’m using the feature that sets a status once the email is sent. However, the status is sent when the document is generated, which means the status is sent even when the email is not sent, because one uses the “manual” mode, to check the generated document before sending, then cancel, modifies the record, tries again, etc. Is it possible to have the status change only when the email is actually sent?
App expert reply:
The feature we provide in A5 Documents to update a field after the action is completed is processed when the document action is processed. The challenge is that we generate the document and then compose the email and put it in preview mode so you can see the email. At this point A5 Documents is no longer processing anything since its been redirected to the standard send email page in Salesforce. Salesforce standard send email is what sends that email when done through their interface. So the automation has to happen after the email record is created. We would need to associate the email record created later with the document action. If you could auto send the email that solves it but only if you don’t t need to modify the email body. Or create code on email activity created to update which is very secure.
You could consider creating one button to preview the document that generates it maybe in google doc only and then you can preview the document. Then if you are not modifying the email body you can have a second button that auto sends the email instead of going to preview the email. Making it a two step process with two buttons. Only the second button would update the status. Or you could set up a Process builder or flow maybe on the email/task object to update the status when email is actually sent. You can check if standard activity/task/email object is available now in process builder to make this process easier. This means not using our field update feature in document action but building your own update using Salesforce configuration. You could also create an Apex trigger for this.