Setting Up Mail Templates

Use

In Guided Procedures (GP) you can create and configure e-mail templates to use them as notifications in GP processes.

Prerequisites

You must have GP administrator permissions to create mail templates.

More information: Authorizations

Procedure

1. Launch the Administration workset 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 the translation language of the template.
   • Title - for example, Approval.
   • Content - enter HTML code with the text of the e-mail to be sent.
4. Choose Create.

Result

You have created templates that you can use in callable objects in GP design time.

Example

You can create s simple e-mail template that displays current system time by providing the following information:

• Title

  Current system time is `write(sy.currenttime)`.

• Content

  Dear `write(ctxt.firstName)` `write(ctxt.lastName)`, Current system time is `write(sy.currenttime)`. Regards, `write(role.processor.lastName)`

Make sure you have defined parameters for the names of the recipient in the context of the callable object, so that you are able to use these parameters in the template.

An e-mail message dynamically generated from the template above may look like this: