Business Requirement
The application must provide users with easy access to all email correspondence associated with a case directly from the Case Footer. The correspondence history should display key details such as Date, To, From, and Subject.
The Subject field should be presented as a clickable link. When a user selects a subject, the corresponding email content must be displayed. Additionally, users should be able to print only the email body content in a clean format, without any unnecessary UI controls, icons, or action buttons.
Current Implementation
To support this requirement, the following solution has been implemented:
Email Persistence
Upon successful submission of a correspondence, the email details are stored in a dedicated Email Correspondence Data Table.
The stored information includes:
To
From
Subject
Date/Time
Email Body Content
Case Footer implementation
A dedicated Correspondence view has been created and added to the 360° View Case Footer.
The view contains a List View with a Table Layout.
Data is sourced through a List Data Page, which retrieves correspondence records based on the current Case ID.
Correspondence Details
The table displays the following columns:
To
From
Date
Subject
Since the data originates from a Data Class via the List Data Page, the Subject column has been configured using the available Display as Link to Object option.
Automatic Record Display
Whenever a correspondence email is sent, a new entry is automatically added to the correspondence section in the Case Footer.
Users can immediately view the sent email details without navigating away from the case.
Email Content Display
Clicking the Subject link opens the associated email body content.
The content is currently displayed in a read-only Rich Text Editor.
Challenge / Gap
While the email body is successfully displayed, the current implementation presents the content within the Rich Text Editor control, which includes standard UI elements and actions.
The business requirement is to provide a clean, print-friendly view containing only the email content. Specifically:
No edit actions should be displayed.
No toolbar icons or Rich Text Editor controls should be visible.
Users should be able to print only the correspondence content.
The default Edit action currently displayed for the data object needs to be removed or suppressed when viewing correspondence details.
Question
In Constellation, what is the recommended approach to display correspondence content from a Data Class in a clean, read-only, print-friendly format while eliminating default edit actions and unnecessary UI controls?
