AR System Email Templates form
Use the AR System Email Templates form to create, display, and modify templates applied to email messages. You can use this form to create standard templates that users can access for creating specific types of messages. For each template, this form provides: the unique template ID; the format used and a name and description for the template; the language encoding used; and information about attachments associated with this template.
To include graphic elements in your email, you can add these as attachments to the template in the AR System Email Templates form. You must store templates in the AR System Email Templates form before you can use them. For more information, see Storing templates in the AR System Email Templates form.
The following screenshot shows the AR System Email Templates form:
Fields on the AR System Email Templates form:
Choose the format of template, either Text or HTML.
Choose the language setting used to read and parse the contents of templates. If no setting is specified, the default encoding of the local system is employed.
Enter the name of the email template. The contents of the Template Name field are automatically populated if you attach a new file, then click inside the field. You can edit the name as needed. After saving your template, the AR System Email Templates form uses data-driven workflow to populate menus in the Email Engine forms that use templates, for example, when you add an email template to a Notify action.
(Optional ) Enter the description of the template.
Select the template files from the Attachment field. Includes size and label information.
Add Attachment button (HTML templates only)
Click to open the AR System Email Attachments form in New mode. Lets you select and add an attachment (for example, HTML file or bitmap) that is always used with a specific template.
Modify Attachment button (HTML templates only)
Click to open the AR System Email Attachments form in Search mode so you can modify an attachment. The template will not be available for use until the Email Engine cache is updated.
Delete Attachment button (HTML templates only)
Click to delete the attachment from AR System Email Attachments form.
Refresh Table button (HTML templates only)
Click to refresh the table after you have added, modified, or deleted an attachment.
Add Existing menu (HTML templates only)
Adds an existing attachment to the template.