Workflow

How to Edit a CRM Communication

Verified end to end. A disposable CRM communication draft was edited from its detail page, saved, verified through the communications DataTable endpoint, and deleted after the probe.

Evidence Summary

Workflow run
crm-communication-edit-20260519T105353Z
Edited communication
39
Description
AI Demo CRM Communication 20260519T105105Z
Save request
communications / postEditComm
Edited subject
AI Demo edited communication subject 20260519T105353Z

CRM communication edit workflow diagram

Before You Start

Edit and Save

  1. Open the Email Content tab on the communication detail page.
  2. Edit Subject E-Mail. The verified value was AI Demo edited communication subject 20260519T105353Z.
  3. Edit the email body. The verified body was <p>AI verified edited CRM communication body 20260519T105353Z</p>.
  4. Click Save. Do not click Schedule, which uses a separate send/schedule path.

Verified Request

FieldVerified valueMeaning
endpointPOST /ajaxserverCentral AJAX endpoint.
actioncommunicationsCommunication module action group.
optionpostEditCommSaves communication draft edits.
id39Communication id.
email1Email channel remained enabled.
subjectAI Demo edited communication subject 20260519T105353ZSaved email subject.
content_email<p>AI verified edited CRM communication body 20260519T105353Z</p>Saved email body HTML.
AttachmentsemptyNo attachment was added.
status200The AJAX request completed successfully; the captured response body was empty.

Confirm the Edit

  1. After saving, confirm the browser remains on the communication detail page.
  2. Search the communications list by id.
  3. Verify the row keeps status=RDY, email=1, sms=0, totalcontactos=0, total_sent=0, and total_unsent=0.
  4. Verify the row subject equals the edited subject.

The verified lookup returned communication 39 with subject AI Demo edited communication subject 20260519T105353Z.

Cleanup Used in Probe

The verification run deleted the disposable communication with communications / DELETE_communication. The delete call returned HTTP 200 with body true, and the final description search returned recordsFiltered=0.

Artifacts