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

To create an e-mail template with a visual editor that participants will use to approve a request, do the procedure in this topic.

Screen



Examples

How to Start

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

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