Global Email Templates screen

Creates, changes, and deletes email templates that can be used to create email 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

Figure: Global Email Templates screen

Global Email Templates 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

Fields

Field NameDefinition

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

Edit Email Template Edit E-mail Template icon
Opens this Screen:
Edit Email 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 email template.
To Open this Field:
  1. Select your e-mail template.

Name
Function:
Specifies the name of the email template.
Accepted Values:
Read only

Subject
Function:
Shows the subject line of the email 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 email notification.
Accepted Values:
Read only

BCC
Function:
Shows all the recipients in blind carbon copy who receive the email notification.
Accepted Values:
Read only