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Michelle Tomlinson 9 Button from Opportunity Page that Sends an Email with a Fillable Form
Hi all,
I am trying to create a Visualforce page that is a form, combining both merge fields pulled from the initiating Opportunity page and text fields to be completed by the User. This form will then be emailed to a specific email address. I would then set this Visualforce page as a button on the Opportunity page. I have been able to get the Visualforce page coding to work, but cannot get the Apex code / controller to send the email. I am not experienced in developing, so please excuse my terrible formatting and improper terminology!!
Thank you for your help!!
VISUALFORCE PAGE:
APEX CONTROLLER
I am trying to create a Visualforce page that is a form, combining both merge fields pulled from the initiating Opportunity page and text fields to be completed by the User. This form will then be emailed to a specific email address. I would then set this Visualforce page as a button on the Opportunity page. I have been able to get the Visualforce page coding to work, but cannot get the Apex code / controller to send the email. I am not experienced in developing, so please excuse my terrible formatting and improper terminology!!
Thank you for your help!!
VISUALFORCE PAGE:
<apex:page standardController="Opportunity" extensions="SendTCSRequest">
<apex:messages />
<img src="https://glu26xod9g-flywheel.netdna-ssl.com/wp-content/themes/cloudtp2016/img/Cloud_Technology_Partners_Logo.svg" alt="CTP Logo" height="100" width="200"></img>
<apex:pageblock >
<style>
body .bPageBlock .pbBody .red .pbSubheader{
background-color:#c00000; font-size:150%;
}
body .bPageBlock .pbBody .grey .pbSubheader{
background-color:#c0c0c0; font-size:150%;
}
body .bPageBlock .pbBody .grey .pbSubheader h3{
color:#000; font-size:150%;
}
</style>
<apex:outputPanel styleClass="grey" layout="block">
<apex:pageblocksection title="Request to Engage a TCS Member on Opportunity - {!Opportunity.Name}:">
<apex:form >
<br /><br />
<b>Account: </b> <apex:outputfield value=" {!Opportunity.Account.Name}"/>
<br /><br />
<b>Type: </b><apex:outputfield value=" {!Opportunity.Type}"/>
<br /><br />
<b>Opportunity Name: </b><apex:outputfield value="{!Opportunity.Name}"/>
<br /><br />
<b>Owner: </b><apex:outputfield value="{!Opportunity.Owner.Name}"/>
<br /><br />
<b>CTP Forecast Category: </b><apex:outputfield value="{!Opportunity.CTP_Forecast_Category__c}"/>
<br /><br />
<b>Stage: </b><apex:outputfield value="{!Opportunity.StageName}"/>
<br /><br />
<b>Amount: </b><apex:outputfield value="{!Opportunity.Amount}"/>
<br /><br />
<b>Close Date: </b><apex:outputfield value="{!Opportunity.CloseDate}"/>
<br /><br />
<b>Link: </b> <apex:outputlink value="{!LEFT($Api.Partner_Server_URL_140,FIND('.com',$Api.Partner_Server_URL_140)+4)+Opportunity.Id}" target="_blank">{!Opportunity.Name}</apex:outputlink>
<br /><br />
</apex:form>
</apex:pageblocksection>
</apex:outputPanel>
<apex:outputPanel styleClass="red" layout="block">
<apex:pageblocksection title="Sales Rep to fill out specifics:">
<apex:form >
<br /><br />
<b>Cloud Platform:</b><apex:outputfield value="{!Opportunity.Cloud_Platform__c}"/>
<br /><br />
<apex:outputLabel value="Industry Vertical:" for="Industry Vertical"/><br />
<apex:inputTextarea required="true" id="IndustryVertical" rows="1" cols="80"/>
<br /><br />
<apex:outputLabel value="Project Location:" for="Project Location:"/><br />
<apex:inputTextarea required="true" id="ProjectLocation" rows="1" cols="80"/>
<br /><br />
<apex:outputLabel value="Opportunity Information:" for="Opportunity Information:"/><br />
<apex:inputTextarea required="true" id="OpportunityInformation" rows="10" cols="80"/>
<br /><br />
<apex:outputLabel value="Has a TCS person worked with this client before?:" for="HistoricalTCS"/><br />
<apex:inputTextarea required="true" id="HistoricalTCS" rows="1" cols="80"/>
<br /><br />
<apex:outputLabel value="Additional Information:" for="Additional Information:"/><br />
<apex:inputTextarea required="true" id="AdditionalInformation" rows="10" cols="80"/>
<br /><br /><br />
<apex:commandButton value="Send to TCS" action="{!send}" />
</apex:form>
</apex:pageblocksection>
</apex:outputPanel>
</apex:pageblock>
</apex:page>
APEX CONTROLLER
public class SendTCSRequest {
public Id oppId;
public SendTCSRequest(ApexPages.StandardController controller) {
opp = [SELECT Id, Account.Name, Type, Name, Owner.Name, CTP_Forecast_Category__c, StageName, Amount, CloseDate, Cloud_Platform__c FROM Opportunity
WHERE Id = :ApexPages.currentPage().getParameters().get('id')];
}
public PageReference send() {
return null;
}
public String emailTo {get; set;}
public String emailBody {get; set;}
public String subject {get; set;}
public String body {get; set;}
public String response {get; set;}
private opportunity opp;
public Opportunity getOpportunity(){
return opp;
}
{
Messaging.SingleEmailMessage mail = new Messaging.SingleEmailMessage();
mail.setToAddresses(new String[] {'TCS-Engagement-Request@cloudtp.com'});
mail.setReplyTo('bill.peldzus@cloudtp.com');
mail.setSenderDisplayName('Owner.Name');
mail.setSubject('Request for TCS to Engage on an Opportunity');
mail.saveAsActivity = true;
mail.sethtmlBody(emailBody);
try
{
Messaging.SendEmailResult[] resultMail = Messaging.sendEmail(new Messaging.SingleEmailMessage[] { mail });
if(resultMail[0].isSuccess())
response = 'Sent!';
else
{
response = resultMail[0].getErrors().get(0).getMessage();
}
}
catch(System.EmailException ex)
{
response = ex.getMessage();
}
}
}
public class SendTCSRequest {
public Id oppId;
public String emailTo {get; set;}
public String emailBody {get; set;}
public String subject {get; set;}
public String body {get; set;}
public String response {get; set;}
private opportunity opp;
public SendTCSRequest(ApexPages.StandardController controller)
{
opp = [SELECT Id, Account.Name, Type, Name, Owner.Name, CTP_Forecast_Category__c, StageName, Amount, CloseDate, Cloud_Platform__c FROM Opportunity
WHERE Id = :ApexPages.currentPage().getParameters().get('id')];
}
public Opportunity getOpportunity(){
return opp;
}
public PageReference send()
{
Messaging.SingleEmailMessage mail = new Messaging.SingleEmailMessage();
mail.setToAddresses(new String[] {'TCS-Engagement-Request@cloudtp.com'});
mail.setReplyTo('bill.peldzus@cloudtp.com');
mail.setSenderDisplayName('Owner.Name');
mail.setSubject('Request for TCS to Engage on an Opportunity');
mail.saveAsActivity = true;
mail.sethtmlBody(emailBody);
try
{
Messaging.SendEmailResult[] resultMail = Messaging.sendEmail(new Messaging.SingleEmailMessage[] { mail });
if(resultMail[0].isSuccess())
response = 'Sent!';
else
{
response = resultMail[0].getErrors().get(0).getMessage();
}
}
catch(System.EmailException ex)
{
response = ex.getMessage();
}
return null;
}
}