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

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

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

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.

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 that will be sent.

You can personalize the sent e-mail by defining replacements.

More information: Replacements

       4.      Choose Create.

Result

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