Global E-mail Templates screen

Creates, changes, and deletes e-mail templates that can be used to create e-mail notifications in the App Builder.

An e-mail template sets the recipients, subject, body, and other aspects of an e-mail sent from AgilePoint. You can use e-mail templates to apply default values to an e-mail, such as To, From, CC, BCC, subject, and body. You can also use process data variables to insert data from your process



Video: Manage Your Organization

How to Start

  1. In the Manage Center, click App Builder App Builder icon > Global E-mail Templates.

Fields

Field Name Definition

Add E-mail Template Add E-mail Template icon

Opens this Screen:
Add New E-mail Template screen
Function of this Screen:
Creates a global e-mail template.

Edit E-mail Template Edit E-mail Template icon

Opens this Screen:
Edit E-mail Template Screen
Function of this Screen:
Changes a global e-mail template.
To Open this Field:
  1. Select your e-mail template.

Delete Email Template Delete Email Template icon

Function:
Deletes an e-mail template.
To Open this Field:
  1. Select your e-mail template.

E-mail Template Name

Function:
Specifies the name of the e-mail template.
Accepted Values:
Read only

Subject

Function:
Shows the subject line of the e-mail notification.
Accepted Values:
Read only

Sender

Function:
Shows the name of the user who sends the e-mail.
Accepted Values:
Read only

To

Function:
Shows the recipients for the e-mail.
Accepted Values:
Read only

CC

Function:
Shows all the recipients who receive the e-mail notification.
Accepted Values:
Read only

BCC

Function:
Shows all the recipients in blind carbon copy who receive the e-mail notification.
Accepted Values:
Read only