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 to be sent.

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.

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:

Subject: Current system time is 10/10/07 12:06 PM.   Dear Marcus Smith, Current system time is 10/10/07 12:06 PM. Regards, Adams