Create or Change an E-mail Template in the Application Builder

New E-mail Template > Header Tab

New E-Mail Template > Content Tab

How to Start

1. Log in to AgilePoint NX.
2. Click Build Apps .
3. Create an Application or Open an Application
4. On the Organizer, do one of these:
   • Open a process.
   • Create a process.
5. In the Process Builder, in the My Application pane, expand your application, and click E-mails.
6. Do one of these:
   • To create an e-mail template, click New .
   • To change an e-mail template, click the template, and click Edit .

Procedure

1. On the E-mail Template screen, click the Header tab.
2. On the Header tab, complete these fields as necessary:

   Field Name	Definition
   E-mail Template Name	Function: Specifies the name of your e-mail template. To Open this Field: On the New E-mail screen, click the Header tab. Accepted Values: One line of text that can have spaces. Default Value: None
   From	Function: Specifies the recipients in the From field of an Email Notification. Accepted Values: A valid email address. Default Value: None Accepts Process Data Variables: Yes Example: me@mydomain.com
   To	Function: Specifies the recipients for your e-mail. Accepted Values: A list of valid e-mail addresses, separated by semi-colons (;). If you use process data variables, domain\username is changed automatically to a valid e-mail format. Default Value: None Accepts Process Data Variables: Yes Example: me@mydomain.com
   CC	Function: Specifies the recipients to carbon copy on your email. Accepted Values: A list of valid e-mail addresses, separated by semi-colons (;). If you use process data variables, domain\username is changed automatically to a valid e-mail format. Default Value: None Accepts Process Data Variables: Yes Example: me@mydomain.com
   BCC	Function: Specifies the users to create a blind carbon copy in your email. Accepted Values: A list of valid e-mail addresses, separated by semi-colons (;). If you use process data variables, domain\username is changed automatically to a valid e-mail format. Default Value: None Accepts Process Data Variables: Yes Example: me@mydomain.com
   Task Priority	Function: Specifies the priority setting for an email notification. Accepted Values: High Normal Low Default Value: High

3. Click the Content tab.
4. On the Content tab, complete these fields as necessary:

   Field Name	Definition
   Subject	Function: Specifies the subject line for your e-mail. Accepted Values: One line of text that can contain spaces. Default Value: None Accepts Process Data Variables: Yes Example: ${ActivityName} in ${ProcessName} is complete
   Email Body	Function: Specifies the content of your e-mail. To Open this Field: On the New E-mail screen, click the Content tab. Accepted Values: Rich text in HTML format, or free text in text format. Default Value: None Accepts Process Data Variables: Yes
   Multi-language List (+)	Function: Specifies an additional language for which you can define the content of an email. Accepted Values: A language from the list. Default Value: English
   HTML / TEXT	Function: Specifies the display format for your email. Accepted Values: HTML - Displays the email in HTML format. Text - Displays the email in text-only format. Default Value: HTML
   Attachments	Function: Specifies one or more files you want to include in an e-mail. Accepted Values: The full path and file name for the attachments you want to include. Lists are separated by semicolons. The file that you would like to attach must reside on the local machine. Default Value: None Accepts Process Data Variables: Yes Example: C:\My Documents\sample1.doc; ${HomeDirectory}\sample2.doc; ${AttachDoc}