Projects may have many different simultaneous processes that require consistent and reliable communication to progress or inform. Email templates allow users to directly reference information stored within Workflow into a customizable format.
Creating an Email Template
Click on Add Email Template
Input a Name
Input a Description
Source
Select which document the email will pertain to
Type
Select the document type that the email pertains to
Click Create Email Template to save the entry
Customizing an Email Template
Click on the icon or hyperlinked name of a created Email Template
Alternatively, click on the row of a Task Type to open its quick details
Click on See All Settings
Subject Line
Body (WYSIWYG Rich Text Editor)
Click Save Changes
Utilizing Fields
Information stored within Workflow can be referenced within an Email Template. Emails that use these fields will display the values of the fields to their recipients, dictated by the data stored at the time the email is sent.
Email templates for job types will contain all fields used within the job type. Task Type email templates will contain fields being used in the task as well as fields used within the Task Type’s Job Type. Both configurations will allow a default set of fields to reference called System Fields.
Search for a Field via its Field Label
Alternatively, scroll through the list of available fields
Click on the row of a Field
This will copy the field’s signature
Paste the signature into the body of the email template
Field signatures are written as the Field Label within two curly braces “{{ }}” and start with the Source of the field.
