Add New Email Template screen

Creates a global e-mail template.

Figure: Add New Email Template screen

Add New Email Template screen

Video: Manage Your Organization

How to Start

  1. Click Manage.

    Click Manage
  2. In the Manage Center, click App Builder > Global Email Templates.

    Click Global Email Templates
  3. On the Global Email Templates screen, click Add Email Template.

    Click Add Email Template icon

Fields

Field NameDefinition

Back Back icon

Function:
Goes to the previous screen.

Email Template Name

Function:
Specifies the name of the email template.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
No
Example:
Refer to:

Description

Function:
A description of the email template.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
No

From

Function:
Specifies the recipient from whom the email notification is sent.
Accepted Values:
One line of text (a string) in email address format.
Default Value:
None
Accepts Process Data Variables:
Yes

To

Function:
Specifies the recipient to whom to send the email notification.
Accepted Values:
One line of text (a string) in email address format.
Default Value:
None
Accepts Process Data Variables:
Yes
Example:
Refer to:

CC

Function:
Specifies the recipients to whom to send the carbon copy for the email notification.
Accepted Values:
One line of text (a string) in email address format.
Default Value:
None
Accepts Process Data Variables:
Yes

BCC

Function:
Specifies the recipients to whom to send the blind carbon copy for the email notification.
Accepted Values:
One line of text (a string) in email address format.
Default Value:
None
Accepts Process Data Variables:
Yes

Subject

Function:
Specifies the subject line for your email.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
Yes
Example:
Refer to:

Content

Function:
Specifies the content of your email.
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

Function:
Adds a new global e-mail template.

Cancel

Function:
Cancels the global e-mail template.