Open the Email Editor in Screen Flow
Open the S-Docs Email Screen component in a Screen Flow and prefill recipients, content, attachments, and locked fields.
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Open the S-Docs Email Screen component in a Screen Flow and prefill recipients, content, attachments, and locked fields.
Use this guide when you want a Screen Flow to open the S-Docs Email Screen component.
Use this pattern when users should review the email before sending it.
Use How To: Email Generation (Updated) when the Flow should send the email without a review screen.
New to Flow? Start with Getting Started: Automate Document Generation.
A Screen Flow
At least one Screen element
Access to S-Docs Email Screen in Flow Builder
A base record ID for merge context
Any HTML email template IDs, file version IDs, SDoc IDs, or default values you plan to preload
Lock a field only after you populate it.
A locked blank field can be hidden or unusable.
Open Flow Builder.
Create a Screen Flow, or open an existing one.
Use a Screen Flow because the email editor runs on a Flow screen.
Admin Tip: If this Flow runs from a record page, create a Text variable named recordId. This name is case-sensitive. Then enable Available for input.
Add a Screen element.
Place it where users should review and send the email.
Open the screen component list.
Search for S-Docs Email Screen.
Drag the component onto the screen.
Enter a unique value in API Name.
This is the required component field.
Map Record Id to the base record.
Set Email Template when you want reusable HTML email content.
Set direct values such as Email Subject, Email Body, Email CC Address, or Modal Title when the Flow should control those fields.
If both Email Template and a direct value are set, the direct value overrides the template for supported fields.
Use Content Version Ids to Attach for existing Salesforce Files.
Pass the file LatestPublishedVersionId value.
Use S-Doc Ids to Attach for S-Docs generated earlier in the Flow.
Pass the SDoc IDs as a comma-delimited value.
Set the lock properties with Flow boolean values.
Common lock fields include:
Lock Email Body
Lock CC Address
Lock From Address
Lock Email Subject
Lock Email To Address
Only lock a field after you confirm the value is already set.
Save the Flow.
Activate it.
Then test the screen and confirm it:
opens the email editor
shows the expected recipients, subject, and body
includes the expected attachments
enforces the expected field locks
When the user clicks Next or Finish, the email sends automatically.
No extra action element is required.
Symptom: The email editor opens, but the expected attachment is not listed.
Cause: The mapped value is not a valid ContentVersion ID or SDoc ID.
Fix: Use LatestPublishedVersionId for Salesforce Files. Pass valid comma-delimited SDoc IDs for generated S-Docs.
Symptom: The loaded email shows a different subject or CC value than the template.
Cause: A direct component property value overrides the email template value.
Fix: Review both the Email Template mapping and any direct values mapped into Email Subject or Email CC Address.
Symptom: A locked field is hidden, blank, or cannot be used.
Cause: The field was locked before a value was populated.
Fix: Populate the field first. Then enable the lock property.
Symptom: Merge fields or recipients resolve from the wrong record.
Cause: The wrong value was mapped into Record Id.
Fix: Map the base record ID that should drive the email content and merge context.
Component reference: Email Screen component reference
Use Email Template for reusable HTML email content
Use Content Version Ids to Attach with LatestPublishedVersionId
Use S-Doc Ids to Attach with comma-delimited SDoc IDs
Direct values can override template values for supported fields such as subject and CC
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