New E-mail Template > Content tab

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

Figure: E-mail Template Configuration > Content tab

Content tab

Video: Add an E-mail Activity

Video: Process-Based App

Examples

  • (Example) Create Zoom Meeting
  • Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

How to Start

  1. Do one of these:
  2. On the App Explorer screen, do one of these:
  3. In the Process Builder, in the My App pane, expand your app, and do one of these:
    • Click Notification
      1. Click Emails Emails icon.
      2. Do one of these:
        • To create an e-mail template, click New New icon.
        • To change an email template, click the template, and click Edit Edit icon.
    • Click Process Model
      1. Double-click your process.
      2. Click Notification Notification icon > Email Template E-mail Template icon.
      3. On the Email Template screen, in the Model Template, click Add Add icon.
  4. 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:

Email 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:

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 - Shows the email in HTML format.
  • Text - Shows the email in text-only format.
Default Value:
HTML

Email Approval Template E-mail Approval Template icon

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.

Attachment Attachment icon

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:
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:
  1. On the Content tab, click Attachment Attachment icon.
Accepted Values:
The absolute path of the document on the repository.
Note: You must click Add Add icon to add the URL to the list.
Default Value:
None

Add Add icon

Function:
Includes a file as an attachment in an e-mail.
To Open this Field:
  1. On the Content tab, click Attachment Attachment icon.

E-mail Macro

Opens this Screen:
E-mail Macro
Function of this Screen:
Inserts macros to your e-mail template as a process data variable.