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

  1. Do one of these:
    • To create or change an e-mail template in the App Builder, do this procedure.
      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.
    • 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 Email Templates.

          Click Global Email Templates
        2. On the Global Email Templates screen, click Add Email Template Add E-mail Template icon.
      • To change a global e-mail template, do this procedure
        1. In the Manage Center, click App Builder > Global Email Templates.

          Click Global Email Templates
        2. On the Global Email Templates screen, select your e-mail template.
        3. Click Edit Email Template Edit E-mail Template icon.

Procedure

  1. On the New E-mail Template screen, complete the fields as necessary except the Content or E-mail Body field.
  2. 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}}