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@pratikb64 pratikb64 commented Oct 29, 2025

This PR enhances the canned responses feature by relocating it from the page to Settings modal, and introduces powerful new capabilities: dynamic content via Jinja templating and scoped visibility controls (Global, Team, Personal).

Key Changes

  1. Relocated Canned Responses
    Moved the canned responses management interface from scattered page-level UIs into a unified section within the Settings modal for better discoverability and maintainability.

  2. Dynamic Field Support
    Added support for Jinja2 templates in canned responses with auto-complete feature, enabling dynamic content insertion (e.g., {{ contact }}, {{ full_name }}) for personalized and context-aware replies.

  3. Visibility Scoping
    Introduced visibility scopes to control who can access each canned response:

    • Global: Available to all users across the organization
    • Team: Restricted to members of the specific teams
    • Personal: Visible only to the creator

Docs: https://docs.frappe.io/helpdesk/canned-response

Demo

2025-10-29.14-48-46.mp4

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