You use this form to create and edit notification and email templates. Notification and email templates define the look and content of the emails to be sent to employees or customer or vendor contacts.
To personalize notification emails by using recipients’ data, you can insert placeholders—that is, system variables enclosed in double parentheses, such as ((CustomerFullName)). Placeholders can be used in the body of the email template as well as in the email summary settings, such as Subject, To, CC, and BCC.
You can add attachments to a template by clicking the Files button on the form title bar. For details about how to attach files to records, see To Attach a File to a Record.
For details on configuring notification templates, see Email Templates.
The form toolbar includes only standard buttons. For the list of standard buttons, see Form Toolbar and More Menu.
The Summary area of the form provides the following elements.
You can create a message by using a WYSIWYG text editor with a text box and toolbar. The toolbar of the text editor has formatting tools similar to the ones provided by many popular text editors. For details on the buttons available on the toolbar, see Formatting Toolbar.
By using the editor, you can perform the following actions:
If an email template is used as subscriber of a business event of the Trigger by Record Change type and a data field that contains a time value is used as a placeholder, the system converts the time value according to the time zone specified for the admin service user in the Time Zone box on the Personal Settings tab of the Users (SM201010) form or on the User Profile (SM203010) form. Otherwise, the system uses the time zone specified in the Login Time Zone box of the Site Preferences (SM200505) form.
For notification templates that used as subscribers of business events, you can select a report or multiple reports to attach to the email. On this tab, you can specify the report format and parameters. If the parameter values are not specified, the default value of parameters will be used when the report is generated.
The following element is located at the top of the tab.
Here you can specify the list of reports to be attached to emails sent by the system while it processes a subscriber of a business event.The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.
You can use a generic inquiry used by a business event as the source of parameter values for attached reports. If the Use Event as Data Source check box is selected and the Source Table box is filled in, you do not need to add any parameters to the Report Parameters table.
Here you can select the fields of the data entry form or generic inquiry specified in the Screen box that should be passed to a report to be attached to emails. You should specify parameters on this pane for each report you add to the Reports Attached by Report ID table.The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.
You use this tab to view existing business events that trigger the selected notification. You can also create a needed business event by clicking Create Business Event on the table toolbar of the tab.
The tab is displayed only for saved notification templates.
The table toolbar includes standard buttons and buttons that are specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.
You can add a link to an existing event by clicking Add Row on the table toolbar. The system adds the template as subscriber to the added business event.