Create a Text-Based Approval Email Template

Prerequisites

• Some mobile devices do not allow you to edit text in the replies. For more information, see Email Approval on Mobile Devices

Navigation

1. In AgilePoint Envision, open a process template.
2. Drag any AgileWork, and drop it on the Process Model.
3. To view the entire list of properties, in the Design Tasks pane, click Show Properties.
4. 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)
5. 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

1. On the Email Template Wizard, complete the fields, with the exception of the email body, as required.
2. Complete the body field using the following guidelines. Note the following information:
   • Xpath-Node represents a valid Xpath node — for example, {/pd:MyFields/pd:Approval}
   • Value represents the value you want to pass when the user selects this option. A common usage is True or False. The action that is selected with the X will be processed along with any information in the remarks section.

   Use the following example as a guide.

   
   • Approved or rejected options:

     Note that the terms used in the email can follow the format approved/rejected, or yes/no.

     Approval Keywords	Rejection Keywords
     {Approve [] = {Xpath-Node}=Value}	{Reject [] = {Xpath-Node}=Value}
     {Approved [] = {Xpath-Node}=Value}	{Rejected [] = {Xpath-Node}=Value}
     {Yes [] = {Xpath-Node}=Value}	{No[] = {Xpath-Node}=Value}

   • {Remarks [] = {Xpath-Node}}
     Note: The Remarks should be entered between the [] in Remarks [].