E-mail Configuration > Header tab

Configures the header for an e-mail template.

Figure: E-mail Template Configuration Header screen

E-mail Template Configuration Header screen

Video: Add an E-mail Activity

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.

Fields

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