Email Templates Dashboard

This page will display a list of email templates defined in the platform. Email templates are preconfigured email messages to be used for email notifications. These are referred to in workflow steps to support sending emails to interested parties, whether that be a progress update or to advise the user than action is required of them.

 This page will also provide the option to create a new email template.

• This page can be accessed from the Configuration workbench. From the menu, select 'Config Workbench' under the 'Administration' section.

• From the configuration workbench, select 'Email Templates' from the 'Server Configuration' section.

• Enter text in the filter criteria to restrict the email templates displayed

• Click on the ‘+’ sign in this page to create a new email template. The Email Template Editor will open.

• If there is no +' sign then either the user does not have the authority to create an email template.

• On an existing template, click on the Id to the left of the record or drill-down arrow on the right side to view the Email Template Editor 

• Click on the ID of an existing email template to view the Email template editor or click on the right pointing arrow to the far right of the record.  From this page it is possible to make updates to the email template.

• The email template editor includes a list of configuration items which refer to the template. Use this to determine the impact of making changes.

• Email templates can be deleted but all references to that validation must first be removed.

• Click on the ID of an existing email template to view the Email template editor or click on the right pointing arrow to the far right of the record.

• In the Email Template Editor check for dependent references by using the 'Used By' tab.

• If there are no dependencies click on the drop down menu next to the save button and select 'Delete'