Create an HTML-Based Approval Email Template

You can create an HTML-based email template for the Activity Entry Email that participants will use to approve a request. To create an HTML-based email templates for approval, do the following.

Prerequisites

HTML-based approval templates work only with mobile or web-based email. This functionality does not work with the Outlook client application for Windows.
Some mobile devices do not allow you to edit text in the replies. For more information, see Email Approval on Mobile Devices

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.

Instructions

In the Email Templates Wizard, click the HTML code button (< >).

In the email body, paste the following HTML code.

<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN">
<HTML><HEAD><TITLE></TITLE>
<META http-equiv=Content-Type content="text/html; charset=utf-8">
<META content="MSHTML 6.00.6001.18319" name=GENERATOR>
   </META></HEAD>
<BODY bgColor=#ffffff>
<STYLE type=text/css>
<!--
p.one
{border-left-color:#397dd0;
border-bottom-color:#397dd0;
margin-left:50px;
width:500px;
border-top-style:solid;
border-top-color:#397dd0;
border-right-style:solid;
border-left-style:solid;
height:225px;
border-right-color:#397dd0;
border-bottom-style:solid}
-->
</STYLE>
<P class=one style="WIDTH: 444px; 
   HEIGHT: 257px"><BR>
<TABLE name="ApprovalInfo">
<COLGROUP width=25></COLGROUP>
<TBODY>
<TR>
<TD></TD>
<TH><SPAN style="FONT-FAMILY: Arial Narrow">
   Approval Information:</SPAN></TH></TR>
<TR>
<TD></TD>
<TD><SPAN style="FONT-FAMILY: Arial Narrow">
   <INPUT type=radio 
   name={/pd:myFields/pd:Approved}> Approved</INPUT> 
   </SPAN></TD></TR>
<TR>
<TD></TD>
<TD><SPAN style="FONT-FAMILY: Arial Narrow">
   <INPUT type=radio  name={/pd:myFields/pd:Approved}> 
   Rejected</SPAN></TD></TR>
<TR>
<TD></TD>
<TD><SPAN style="FONT-FAMILY: Arial Narrow">Remarks: 
   </SPAN><INPUT 
style="WIDTH: 250px" size=25 value="Test Remark" 
name={/pd:myFields/pd:Remarks}></TD></TR>
<TR>
<TD></TD>
<TD><SPAN style="FONT-FAMILY: Arial Narrow">Please 
   don't remove or edit the information below this line.
   </SPAN></TD></TR>
<TR>
<TD></TD>
<TD><SPAN style="FONT-FAMILY: Arial Narrow">
<HR>
</SPAN></TD></TR>
<TR>
<TD></TD>
<TD><SPAN style="FONT-FAMILY: Arial Narrow">
   TaskId: ${TaskID}</SPAN></TD>
</TR>
<TR></TR>
<TR></TR>
</TBODY>
</TABLE></P></BODY></HTML>

Complete the fields on the Email Template Wizard as required.