Create an E-mail Template for an Approval with Plain Text

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

How to Start

Do one of these:
- To create or change an e-mail template in the App Builder, do this procedure.
  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 .
- To create or change a global e-mail template, do this procedure.
  - To create a global e-mail template, do this procedure
    1. In the Manage Center, click App Builder > Global E-mail Templates.
    2. On the Global E-mail Templates screen, click Add E-mail Template .
  - To change a global e-mail template, do this procedure
    1. In the Manage Center, click App Builder > Global E-mail Templates.
    2. On the Global E-mail Templates screen, select your e-mail template.
    3. Click Edit E-mail Template .

Procedure

On the New E-mail Template screen, complete the fields as necessary except the Content or E-mail Body field.

Complete the body field with these guidelines.

Xpath-Node represents a valid Xpath node — for example, {/pd:MyFields/pd:Approval}
Value represents the value you want to pass when the user selects this option. A common usage is True or False. The action that is selected with the X will be processed along with any information in the remarks section.

Approved or rejected options:

Note that the terms used in the email can follow the format approved/rejected, or yes/no.

Approval Keywords	Rejection Keywords
{Approve [] = {Xpath-Node}=Value}	{Reject [] = {Xpath-Node}=Value}
{Approved [] = {Xpath-Node}=Value}	{Rejected [] = {Xpath-Node}=Value}
{Yes [] = {Xpath-Node}=Value}	{No[] = {Xpath-Node}=Value}

{Remarks [] = {Xpath-Node}}
Note: The Remarks should be entered between the [] in Remarks [].
{Comments [] = {Xpath-Node}}

You can use this example as a guide.

Approval Information
Please put X between [] for Approved or Rejected.
Additional remark/comment can be entered between Remarks []
{Approved [] = {pdmyFields/pd:Approved}=True}
{Rejected [] = {pdmyFields/pd:Approved}=False}
{Remarks [This is a test] = {pdmyFields/pd:Remark}}