Email Template Details Page

Workflow Manager 2015

On the Email Template Details page, which is opened by clicking Select (next to an existing email template) or Add (to create a new email template) on the Email Templates Administration page, you can create, edit, and format an email template.

Email Template Details Page

Available Views

The text editor on the Email Template Details page provides the following views of the selected email template:

Design—Displays an editable view of the text, tables, and images of the email template. Design view gives you an idea of how the email will look when it is opened by the recipient, but it is not rendered accurately: table cell borders are visible, and not all embedded CSS styles are applied.
HTML—Displays an editable view of the HTML code of the email template.
Preview—Displays a non-editable preview of how an email created using this template will look when it is opened by the recipient. Table cell borders are not visible, and embedded .CSS styles are applied.

You switch between these three views by clicking on the tabs at the bottom of the window:

Properties

The Email Template Details page includes the following properties:

Email Template Details Page Properties

Property

Description

Template name

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.

Subject

Enter the text that you want to appear in the email’s Subject line.

Note • You can type in notification variables into the Subject field, as described in Using Notification Variables in Email Templates.

Notification variable

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.

Body

Text editor where you enter the text of the email. See Available Views.

Remarks

Enter notes or comments to identify the purpose of this email template, if desired.

See Also