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docs: Document the basic single-Email cloning workflow#822

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adiati98 merged 6 commits into
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Promptless:promptless/document-basic-email-cloning
Jul 3, 2026
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docs: Document the basic single-Email cloning workflow#822
adiati98 merged 6 commits into
mautic:7.2from
Promptless:promptless/document-basic-email-cloning

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Open this suggestion in Promptless to view citations and reasoning process

Adds a "Cloning Emails" section to the Email docs covering the basic single-Email clone workflow (down arrow next to Schedule on the Email detail view, then Clone), which produces an editable copy prefilled with the original content and settings. Fills a pre-existing docs gap identified by @adiati98 in PR #717 review; split into its own PR to keep PR #717 scoped to the Clone-with-translations-and-variants feature (source PR mautic/mautic#16131).


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Fill the pre-existing docs gap for cloning a single Email via the down
arrow next to Schedule on the Email detail view. Split out from the
Clone-with-translations-and-variants docs (PR mautic#717) so each stays scoped
to its own source change.
Comment thread docs/channels/emails.rst
Comment thread docs/channels/emails.rst Outdated

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@promptless-for-oss please address the suggestions.

Comment thread docs/channels/emails.rst Outdated
Comment thread docs/channels/emails.rst
Comment thread docs/channels/emails.rst
… subsection

Address review on PR mautic#822: cover cloning from the Email listing
(three-dots icon) as well as the detail view, wrap the 'Cloning Emails'
heading in Vale directives, and demote 'Clone with translations and
variants' to a subsection of 'Cloning Emails'.
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Thanks for the review @adiati98 — I've updated the PR to address all three points:

  1. Both clone entry points documented. The "Cloning Emails" section now covers the two ways to clone: from the Email listing (three-dots icon next to the Email's name → Clone) and from the Email detail view (down arrow next to ScheduleClone). Avoided calling it the 'main' page.
  2. Nesting. "Clone with translations and variants" is now a subsection of "Cloning Emails" (demoted its heading level accordingly).
  3. Vale directives. Wrapped the "Cloning Emails" heading in .. vale off / .. vale on, consistent with the adjacent heading.

Ready for another look.

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@promptless-for-oss please address the suggestions.

Comment thread docs/channels/emails.rst Outdated
Comment thread docs/channels/emails.rst Outdated
…mission note

Address @adiati98 review on PR mautic#822: break out each clone entry point
with numbered sub-steps and embed screenshots (email_overview_clone.png,
email_clone.png), and reword the permission note.
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Thanks for the review @adiati98 — I've addressed both points:

  1. Restructured the two clone entry points with images. The "Cloning Emails" section now breaks out each entry point with its own numbered sub-steps and an embedded screenshot:

    • From the Email listing → three-dots icon next to the checkbox → Options menu → Clone, followed by email_overview_clone.png.
    • From the Email detail view → down arrow next to ScheduleClone, followed by email_clone.png.

    Both images are added under docs/channels/images/emails/ with the exact names you requested and referenced via the .. image:: directive (matching the sibling email_clone_translations_variants.png usage). Alt text is descriptive and doesn't start with "screenshot of":

    • "Options menu open on an Email row in the Email listing, with Clone highlighted."
    • "Expanded menu next to the Schedule button on the Email detail view, with Clone highlighted."
  2. Reworded the permission note to your exact text: "Cloning requires permission to create Emails. If you don't have the permission, the Clone option doesn't appear."

Ran Vale on the changed file — 0 errors, no new findings. Ready for another look.

@adiati98

adiati98 commented Jul 3, 2026

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/aside @escopecz, I just noticed we don't have any docs about cloning an email. Can you help in reviewing the content here?

If this is good to go, I'll backport this to other branches. I believe since 5.2 we already have this feature with the same ability, right?

Thanks!

escopecz
escopecz previously approved these changes Jul 3, 2026

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Reads good 👍

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@promptless-for-oss please address the suggestions.

Comment thread docs/channels/emails.rst Outdated
Comment thread docs/channels/emails.rst Outdated
Apply @adiati98's review suggestions on PR mautic#822 so both Email
detail-view clone steps read '...next to Schedule to open the Options
menu', matching the parallel Email listing step.
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@adiati98 Thanks for the review — I've applied your suggestions and pushed the update.

The "From the Email detail view" sub-step now reads:

#. Click the down arrow button next to Schedule to open the Options menu.

This matches the parallel "From the Email listing" step. Ready for another look.

@adiati98

adiati98 commented Jul 3, 2026

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@promptless-for-oss please create a PR to apply the changes here for updating 7.1, 7.0, 6.0, and 5.2 branches with below details:

  • Only add the "Cloning Emails" section (the subsection is not part of the feature in other branches).
  • Exclude the PNG images.
  • Keep the image templates in the RST. I'll provide the PNG images later on for each PR.

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@adiati98 Done! I've created a separate backport PR for each of the requested branches, applying the changes as you specified:

  • Only the Cloning Emails section is added (the "Clone with translations and variants" subsection is excluded).
  • The PNG images are excluded, but the .. image:: template directives are kept in the RST so you can drop in the images per PR later.
Branch Docs PR
7.1 PR #828
7.0 PR #829
6.0 PR #830
5.2 PR #831

Let me know if you'd like any adjustments.

@adiati98 adiati98 merged commit fe3206b into mautic:7.2 Jul 3, 2026
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@promptless-for-oss promptless-for-oss deleted the promptless/document-basic-email-cloning branch July 3, 2026 21:15
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3 participants