New E-mail Template > Header tab

Specifies recipients, subject, body, and other aspects of an e-mail template.

Figure: E-mail Template Configuration > Header tab

Header tab

Video: Add an E-mail Activity

Video: Process-Based App

How to Start

  1. Sign in to AgilePoint NX.
  2. Click App Builder.

    Build Apps screen
  3. Do one of these:
  4. On the App Explorer screen, do one of these:
  5. In the Process Builder, in the My App pane, expand your app, and click E-mails.
  6. 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.

Fields

Field Name Definition

Email 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:

From

Function:
Specifies the senders in the From field of an E-mail Notification.
Accepted Values:
A text string in email address format.
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

Process Variables

Function:
Provides a list of process data variables that you can add to your e-mail templates, instead of fixed values. You can variables from an external system, or data that is available to your app.
Accepted Values:
  • System Data - Expands the list of process data variables available from the external system in your app.
  • Global Data - Expands the list of process data variables from data that is available to your app.