Create an E-mail Template for an Approval​ with the Visual Editor

Examples

• (Example) Create and Run a Process-Based Application
• (Example) Create an E-mail Template to Notify the Requester if the Leave Hours are Not Available
• (Example) Link to a File from an E-mail
• Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

How to Start

1. Do one of these:
   • Create a Process-Based Application.
   • Open a process-based application.
2. On the Application Explorer screen, do one of these:
   • Open a Process.
   • Create a Process.
3. In the Process Builder, in the My Application pane, expand your application, and do one of these:
   • Click Notification
     1. Click E-mails .
     2. Do one of these:
        • To create an e-mail template, click New .
        • To change an e-mail template, click the template, and click Edit .
   • Click Process Model
     1. Double-click your process.
     2. Click Notification > E-mail Template .
     3. On the E-mail Template screen, in the Model Template, click Add .
4. Click the Content tab.
5. Click E-mail Approval Template .

Procedure

1. On the E-mail Template Configuration screen, complete these fields:

   Field Name	Definition
   Approval Response	Function: Specifies the approval keyword. Accepted Values: A process data variable with a Boolean value. Default Value: None Accepts Process Data Variables: Yes
   Remarks	Function: Specifies any comments the approver wants to include with his or her approval response. This is sometimes used to specify an explanation if the approval is declined. Accepted Values: A process data variable that stores a string value. Default Value: None Accepts Process Data Variables: Yes