You can't really do that through workflow unfortunately.

There is a thread here where Dinesh from Greytrix gives a couple of useful URLs:

community.sagecrm.com/.../8733.aspx

As you want this as a global rule, you could create a new button and have it redirect to the system action for sending a new email, and pass in a custom parameter. You could then create a script to look for that and load the correct template if it exists, or just let the user choose.

Right ok,

I read the first of the two articles and that looks exactly like what I would like to achieve. I am not really good with Custom URL. Therefore, I didn't get this part of the article.

"Now on this page I created my URL to standard e-mail editing screen i.e.”eWare.URL (1500)”. Then I added one more parameter to this URL to represent id of the template to be used in email body."

How can I implement these actions in my screen?

A real simple way is to create .asp file with the following code:

<%

Response.redirect(CRM.url(1500)+"&Rekon=1337");

%>

And then associate that .asp file with the button on the case.

Just take note of where the include file is relative to the file and use:

when it is in the same file, and:

If you have placed your .asp in a parent file.

"&Rekon=1337"

this is a custom parameter in a URL. Now when you execute the button click, you are redirected to the CRM system action for email, but you get that parameter in the URL:

I have looked at this previously, you can create a function to pull out the value of your custom parameter, then change the template value to the template you want, and execute its on change, something like **Edit** just seen you are using v7.0, so I do not think you will be able to use jquery and definitely not the client side API, this would therefore need to be rewritten in javascript for it to work:

function SetTempAndLoad()
{

var Rekon= crm.getArg("Rekon");
if(Rekon == 1337)
{
$('#template').val("11");
$( "#template" ).change();
}

}

crm.ready(function()
{
SetTempAndLoad();

});

Only thing I haven't done is looked at how it behaves after it is sent, how it redirects, and if it stays in context to save the email to the case.

Hope that helps

Thank you very much Toby! I will try to implement this asap !