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Workflow: Email Templates – Dashboard & Creating

Overview

Email templates are used to create workflow notifications. If you want to send an email as part of a workflow, for example to the approver(s) or to the record’s originator to let them know of a workflow update, you will need to create an Email Template to define the email that will be sent.

An App Designer can create and edit email templates from the Email Templates Dashboard. To access the Email Templates Dashboard:

Edit App > Builder > Email Templates

Email Templates Dashboard

The email templates dashboard shows all available email templates for the current application, displayed as tiles. An App Designer can create and update them from here. Double clicking on a template’s tile will open it in the Email Template Editor.

Email Templates Dashboard

Each email template tile also has the following options:

Item Description
Click on a Tile Info Panel – Displays the right side information panel, with summary information about the currently selected email template.
Delete – Deletes the email template from the application.
Edit – Opens the email template in the Email Template Editor

Creating a new Email Template

To create a new email template, click on the + New Email Template button at the top of the dashboard. You will then be presented with the New Email Template dialog:

New Email Template Dialog
Item Description
Email Template Name Enter the name of the new email template.
Description If desired, enter a description for the email template to help clarify its purpose.
Select Form Select the form whose workflow this email will be part of. This is required so that the email editor can lookup the fields from the form to potentially include in the Subject and Body of the email.
Click to close the dialog and cancel the new email template creation.
Click to close the dialog, create the new email template, and be taken to the email template designer with the new email template loaded.

 

Next Steps

Below are links to articles that cover the other main areas of creating a workflow:
Email Template Editor
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
Updated on August 6, 2019

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