Email Template Settings

Workflow Manager 2014

Important: In previous releases, email templates were stored on the Workflow Manager server in the Workflow Manager\wwwroot\EmailTemplate directory, and to add a new email template, you would just copy and edit one of the existing text files in that directory. Starting with Workflow Manager 2013 R2, the email template text files are stored in the Workflow Manager database, and you must use the Workflow Manager interface to edit email templates and create new ones, as described in Managing Email Templates.

Changing the Location of the Email Template Images

When editing an email template on the Email Template Details page, you can insert images and flash movies by opening the Image Manager / Flash Manager and selecting one of the listed items. In order for items to be listed on the Image Manager and Flash Manager dialog boxes, they must be copied to the Workflow Manager web server in the location specified for the AMSEmailTemplateFolder parameter in the web.config file:

<!--Email template folder and template files-->

<add key="AMSEmailTemplateFolder" value="EmailTemplate"/></add>

The default setting, as shown above, means that images must be copied to the following location on the Workflow Manager web server:

WorkflowManager\wwwroot\EmailTemplate

Specifying the Default Email Templates for Email Notifications

You can specify the default email templates for both system events and workflow-step-related events.

System Events

For some system events, such as when an issue is created or when the status of a workflow request has changed, Workflow Manager sends out an email notification. For each event, Workflow Manager will use the email template specified in the following section of the web.config file for that event:

<add key="IssueCreationTemplate" value="IssueCreation.txt" />

<add key="IssueResponseTemplate" value="IssueResponse.txt" />

<add key="DataChangedTemplate" value="DataChanged.txt" />

<add key="SLABreakageTemplate" value="NewSLABreakage.txt" />

<add key="SLARiskTemplate" value="NewSLARisk.txt" />

<add key="StepLevelSLAAtRisk" value="StepLevelSLAAtRisk.txt" />

<add key="StepLevelSLABreakage" value="StepLevelSLABreakage.txt" />

<add key="DataChangedTemplateNewRequest" value="DataChangedNewRequest.txt" />

<add key="ApplicationStatusChangedTemplate" value="ApplicationStatusChanged.txt" />

<add key="NormalStepTemplate" value="NormalStep.txt" />

<add key="UpdateHistoryTemplate" value="UpdateHistory.txt" />

If you want Workflow Manager to use a different email template that you have created using the Email Template Administration interface (as described in Creating a New Email Template), edit this section of the web.config file to point to the desired email template.

Workflow Step Events

In the Email templates to use area of the Workflow Step Details page, you are prompted to specify the email template you want to use when that step is initiated, rolled back, edited, or completed. By default, an appropriate email template is selected. To change the default selection, edit the following section of the web.config file.

<add key="WFAdvancedTemplate" value="WFAdvanced.txt" />

<add key="WFRollbackTemplate" value="WFRollback.txt" />

<add key="WFStepEditTemplate" value="WFStepEdit.txt" />

<add key="WFCompletedTemplate" value="WFCompleted.txt" />

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