The Email Template Editor allows you to create the Subject and Body text for your email, and specify all the recipients.
|Email Template Editor|
|Available Fields Palette
|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.)|
You select recipients for To, CC and BCC in the exact same way, as outlined below.
|Click to remove the associated recipient.|
|Click to add another recipient.|
Recipients can be defined in three different ways:
|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.
|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.|
|Below are links to articles that cover the other main areas of creating a workflow:|
|Workflow Action Buttons|
|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|