Setting Up Mail Templates 

Use

For the last step of the process that is implemented in this tutorial, you can choose to send e-mails upon approval or rejection of the application.

In Guided Procedures (GP) you can configure e-mail templates using workset Administration.

Prerequisites

You must have GP administrator permissions to create mail templates. For more information, see Security Aspects.

Procedure

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       1.      Launch workset Administration and choose General ® Maintain E-Mail Templates.

       2.      Choose New  ® HTML Template… from the contextual panel.

       3.      Enter the following data:

○     Master Language – select English

○     Technical Name – for example, approve

○     Language – select English as well

○     Title – for example, Approval

○     Content – enter HTML code with the text of the e-mail that will be sent

You can personalize the sent e-mail by defining replacements. For more information, see Replacements.

       4.      Choose Create.

       5.      Repeat steps 2 to 4 to create a template for the rejection e-mail.

Choose a different technical name and title for the template – for example, reject and Rejection.

Result

You have created the templates that you will use for the last step of the process. Now you can create the approval callable object.