Specifying Email Templates for Workflow Steps

Workflow Manager

When you create a template, you can specify which email template should be used when a workflow step is initiated, rolled back, edited or completed. Do this using the Email Templates fields provided with the Workflow Step Details. See Managing Email Notifications for more information.

Email Template Options on Workflow Step Details View

See Also

File Upload Considerations in Requests

Including a Customer Acceptance Phase or Last Phase

Defining Specialized Data Elements, Workflow Phases, and Workflow Steps