Email Template Details Page

Enter a name to uniquely identify the email template. This name will be displayed on the Email Template Administration page.

Important: When editing one of the default email templates (which were installed with Workflow Manager), it is strongly recommended that you do not edit this field. If you do edit it, you will also need to update its associated entry in the web.config file, as described in Email Template Settings. Do not rename the ApprovalTask.txt email template; its location cannot be updated in the web.config file.

Because email templates need to include information specific to the workflow request, project, or issue that the email is about, you may need to insert notification variables into an email template as placeholders. These variables are replaced with the appropriate values when the email is sent.

To insert a variable, place the cursor in the text editor, select an item from the Notification Variable list and click Insert. For detailed information, see Using Notification Variables in Email Templates.

Click to launch a spell check of this email template.

Click to undo the last action you made.

Click to delete the selected text and copy it to the clipboard.

Click to paste the text on the clipboard at the insertion point (location of the cursor).

Note: If the text is copied from Word, the text will be pasted as complex HTML with some web-unfriendly tags. It is recommended that you instead use Paste from Word or Paste from Word (Strip Font).

Click to strip all Word-specific tags from the text that was copied from Word to the clipboard, including font names and text sizes, and then paste it at the insertion point.

The pasted text will not use the same fonts and text sizes as the Word document, but it will still contain the formatting defined the Word document, such as tables and headings.

Click to open the Paste HTML dialog box, copy HTML code into the window, and then click Paste. The HTML code that you entered will be converted to formatted text and will then be pasted into the email template at the insertion point.

Use to remove custom or all formatting from the selected text. You have the following options:

Click to convert the selected text to italic.

Click to center-align the selected paragraph.

Click to left-align the selected paragraph.

Click to open the Image Manager dialog box, where you can select an existing image to insert into the email template, and set image properties.

Note: Only images that are in the same directory as the email template text files will be available for selection on the Image Manager dialog box. See Changing the Location of the Email Template Images for more information.

Click to open the Image Map Editor, where you can define clickable hyperlinked areas within an image.

Click to change the color of the selected text.

Select a style from this list to apply it to the paragraph you are currently editing.

Important: In order to apply one of these styles to an individual paragraph, that paragraph must be already be defined by a standard HTML element, such as <p>xxx</p> or <h2>xxx</h2>, etc. Because paragraphs of text entered in Design view are separated instead by line break elements <br />, it is recommended that text be reviewed in the HTML view prior to applying these styles.

To change the size of selected text, or the subsequent text that you enter, select a size from this list.

Note: To make multiple style changes to a paragraph at the same time, you can use the Style Builder.

Click and then select Table Wizard from the menu to open the Table Wizard dialog box, which you can use to insert a new table or edit an existing table.

Note: To edit an existing table, select the table and then select Table Properties from the context menu.