Setting Up Mail Templates

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

You must have GP administrator permissions to create mail templates.

More information: Authorizations

1. Launch the Administration workset and choose General → Maintain E-Mail Templates.
2. Choose New   → HTML Template… from the contextual panel.
   Note

   You can also create plain text and custom templates.

3. Enter the following data:
   • Master Language - select English.
   • Technical Name - for example, approve.
   • Language - select the translation language of the template.
     Note

     You can create different translation versions of the same template. To add a language version, choose Add and select a language. Provide language-specific content in the Content field.

   • Title - for example, Approval.
   • Content - enter HTML code with the text of the e-mail to be sent.
     Note

     You can personalize the title and content of the e-mail message by defining replacements. Replacements are placeholders that the system fills in dynamically with the runtime values of the corresponding context parameters.

     More information: Replacements

4. Choose Create.

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

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: