The Email Template Editor allows you to create the Subject and Body text for your email, and specify all the recipients.
| Email Template Editor |
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| Editor Area | Description |
| Available Fields Palette (A) |
A list of the available form fields and links that can become part of the email message. To add a field or link to the email, drag-and-drop it from the left into either the Subject or Body editing sections. |
| Email Subject (B) | Type any subject text you would like, along with fields and links from the palette on the left. |
| Email Body (C) | The body can also include text, long with fields and links from the palette on the left. Unlike the Subject, the Body can also include formatting such as bullet-point lists, font effects like bold, italic and colors, and the inclusion of images and links. |
| Email Template Properties (D) | Define the recipients of the email, along with some general settings. (See more details in the next section.) |
Managing Email Template Recipients
| Managing Recipients |
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You select recipients for To, CC and BCC in the exact same way, as outlined below.
| Icon | Description |
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Click to remove the associated recipient. |
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Click to add another recipient. |
Recipients can be defined in three different ways:
| Recipient Type | Description |
| Role | Select the desired role from the provided list. |
| User | Entered the desired user’s email address in the provided field. |
| Field | Select the desired field from the provided list. Only Directory Lookup fields from the current form will be listed. (If you do not see any options in the drop-down list, it is because you do not have any Directory Lookup fields on the current form.) |
These can be used in any combination, e.g. To could include two roles, three users and a field.
General Email Template Settings
| General Settings |
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| Item | Description |
| Email Template Name | The name of this email template. |
| Email Template Description | [Optional] A longer description if the template name is not sufficient to fully identify the use of this template. |
| Form | [Read Only] Displays the name of the form associated with this email template. The Go To Form link will open the form in the Form Editor. |
Next Steps
| Below are links to articles that cover the other main areas of creating a workflow: |
| Workflow Stages |
| Workflow Action Buttons |
| Workflow Security |
| Below are the links to the episodes of Building an Expense Reports App tutorial series that include descriptions of setting up a workflow: |
| Part 5 – Expense Reports App – Workflow |
| Part 6 – Expense Reports App – Security |