A custom macro is used to simplify the data entry task
when constructing an email notification by using a
single attribute name (or macro) to refer to a
combination of process attributes. Custom macros are
stored in the process attribute list with a "*" for
easy identification and can be reused when constructing
additional email notification templates in the future.
To create a custom macro, do the following.
Navigation
- In AgilePoint Envision, open a process template.
- Drag any AgileWork, and drop it on the Process Model.
- To view the entire list of properties, in the Design Tasks pane, click Show Properties.
- In one of the following fields, click Add Mail Template.
The specific fields that display vary, depending upon the AgileShape
you are using:
- Activity Entry Message (Email)
- Reminder Message (Email)
- Task Completed Message (Email)
- Task Reassigned Message (Email)
- On the Email Template Wizard, do one of the following:
- To modify an existing email template, in the
Name list, select the name of the template you want to modify.
- To create a new email template:
- Click New.
- On the New Name window, enter the name you want to identify your email
template.
- Click OK.
- Click Macro.
Instructions
- On the Custom Mail Template Macro window, in the Name field, enter a name of
the macro.
- In the Macro field, do one of the following:
- Enter your custom macro name.
- Enter ${ to show a list of the built-in (primary) macros, and the select from
the list.
- Click Add.
