Create or Change an E-mail Template in the Application Builder

To create or change an e-mail template in the App Builder, do the procedure in this topic.

Figure: E-mail Template Configuration > Header tab

Header tab
Figure: E-mail Template Configuration > Content tab

Content tab

Video: Add an E-mail Activity

Video: Process-Based Application

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.

Procedure

  1. On the E-mail Configuration screen, click the Header tab.
  2. On the Header tab, complete these fields as necessary:
    Field Name Definition

    E-mail Template Name
    Function:
    Specifies the name of your e-mail template.
    Accepted Values:
    One line of text that can have spaces.
    Default Value:
    None
    Example:
    Refer to:

    Clone E-mail Template Clone E-mail Template icon
    Function:
    Specifies your e-mail template from the list.

    From
    Function:
    Specifies the senders in the From field of an E-mail Notification.
    Accepted Values:
    A valid e-mail address.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes
    Example:
    me@mydomain.com

    To
    Function:
    Specifies the recipients for your e-mail.
    Accepted Values:
    • A list of valid e-mail addresses, separated by semi-colons (;).

      If you use process data variables, domain\username is changed automatically to a valid e-mail format

      .
    • A macro that accepts a process data variable as parameter.

      For more information, refer to Built-In Macros.

    Default Value:
    None
    Accepts Process Data Variables:
    Yes
    Example:
    • me@mydomain.com
    • $MANAGER(DOMAIN\john)
    • $MANAGER(${/my:myFields/my:username})

    Also refer to:

    CC
    Function:
    Specifies the recipients to carbon copy on your e-mail.
    Accepted Values:
    • A list of valid e-mail addresses, separated by semi-colons (;).

      If you use process data variables, domain\username is changed automatically to a valid e-mail format

      .
    • A macro that accepts a process data variable as parameter.

      For more information, refer to Built-In Macros.

    Default Value:
    None
    Accepts Process Data Variables:
    Yes
    Example:
    • me@mydomain.com
    • $MANAGER(DOMAIN\john)
    • $MANAGER(${/my:myFields/my:username})

    BCC
    Function:
    Specifies the users to receive a blind carbon copy of your e-mail.
    Accepted Values:
    • A list of valid e-mail addresses, separated by semi-colons (;).

      If you use process data variables, domain\username is changed automatically to a valid e-mail format

      .
    • A macro that accepts a process data variable as parameter.

      For more information, refer to Built-In Macros.

    Default Value:
    None
    Accepts Process Data Variables:
    Yes
    Example:
    • me@mydomain.com
    • $MANAGER(DOMAIN\john)
    • $MANAGER(${/my:myFields/my:username})

    Priority
    Function:
    Specifies the priority setting for an e-mail notification.
    Accepted Values:
    • High
    • Normal
    • Low
    Default Value:
    High
  3. Click the Content tab.
  4. On the Content tab, complete these fields as necessary:
    Field Name Definition

    Subject
    Function:
    Specifies the subject line for your e-mail.
    Accepted Values:
    One line of text that can have spaces.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes
    Example:
    ${ActivityName} in ${ProcessName} is complete

    Also refer to:

    E-mail Body
    Function:
    Specifies the content of your e-mail.
    Accepted Values:
    More than one line of text, in HTML plain text format.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes
    Example:
    Refer to:

    Add Language (+)
    Function:
    Specifies an additional language for which you can define the content of an e-mail.
    Accepted Values:
    A language from the list.
    Default Value:
    English

    HTML / TEXT
    Function:
    Specifies the display format for your e-mail.
    Accepted Values:
    • HTML - Displays the e-mail in HTML format.
    • Text - Displays the e-mail in text-only format.
    Default Value:
    HTML

    Attachment Attachment icon
    Function:
    Specifies one or more files you want to include in an e-mail.
    Accepted Values:
    The full path and file name for the attachments you want to include.
    Limitations:
    Default Value:
    None
    Accepts Process Data Variables:
    Yes
    Example:
    • C:\My Documents\sample1.doc
    • ${My Files}

    Enter Server File Path
    Function:
    Specifies the absolute path of the document you want as an attachment to the e-mail.
    To Open this Field:
    1. On the Content tab, click Attachment Attachment icon.
    Accepted Values:
    The absolute path of the document on the repository.
    Note: You must click Add Add icon to add the URL to the list.
    Default Value:
    None

    Add Add icon
    Function:
    Includes a file as an attachment in an e-mail.
    To Open this Field:
    1. On the Content tab, click Attachment Attachment icon.