E-mail Configuration > Content tab

Configures the content for an e-mail template.

Figure: E-mail Template Configuration Content screen

Video: Add an E-mail Activity

How to Start

Do one of these:
- Create a Process-Based Application.
- Open a process-based application.
On the Application Explorer screen, do one of these:
- Open a Process.
- Create a Process.
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 .
Click the Content tab.

Fields

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: The videos on this page (Example) Create an E-mail Template to Notify the Requester if the Leave Hours are Not Available (Example) Configure an E-mail Activity to Notify the Requester for the Leave Approval in the Absence Request Process (Example) Configure an E-mail Activity to Notify the Requester for the Leave Rejection in the Absence Request Process
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: The videos on this page (Example) Create an E-mail Template to Notify the Requester if the Leave Hours are Not Available (Example) Configure an E-mail Activity to Notify the Requester for the Leave Approval in the Absence Request Process (Example) Configure an E-mail Activity to Notify the Requester for the Leave Rejection in the Absence Request Process (Example) Link to a File from an E-mail (Example) Show a Subform in an E-mail Notification (Example) Create Zoom Meeting
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	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: The file that you would like to attach must reside on the AgilePoint Server machine E-mail attachments are not supported in AgilePoint NX OnDemand (public cloud). Instead, AgilePoint recommends you give a link to a file stored in a cloud storage service in the e-mail body. For more information, refer to Why Are E-mail Attachments Disabled in AgilePoint NX OnDemand? 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: On the Content tab, click Attachment . Accepted Values: The absolute path of the document on the repository. Note: You must click Add to add the URL to the list. Default Value: None
Add	Function: Includes a file as an attachment in an e-mail. To Open this Field: On the Content tab, click Attachment .
E-mail Approval Template	Opens this Screen: E-mail Approval Configuration Function of this Screen: Configures an e-mail template that participants can use to approve or reject a request from an e-mail. This is an alternative to an online form. If the user has HTML e-mail, the template shows as an HTML form. If the user has text-only e-mail, the user sees a text-only form.