Custom Mail Template Macro Window

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.

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:
  1. Click New.
  2. On the New Name window, enter the name you want to identify your email template.
  3. Click OK.
Click Macro.

Field Definitions

Field Name	Definition
Name	Definition: Specifies a name for your macro. Allowed Values: A single line of text. Default Value: None
Macro	Definition: Specifies your custom macro Allowed Values: A single line of text. You can enter ${ to show a list of the built-in (primary) macros. Default Value: None
Definition	Definition: Displays the description of your custom macro to the list. Allowed Values: A valid custom macro. Default Value: None
Add	Function: Adds your custom macro to the list.
Remove All	Function: Deletes all rows in the list.

Parent topic: Email Template Wizard