Creating and storing a template for use with user instructions

As an administrator, you can use a text editor to define templates by creating a text file with an extension of .arm, and then attaching the .arm file to an entry in the AR System Email Templates form.

To create templates for use with user instructions

1. Use a text editor to define a template, and name the file with an .arm extension.
   The following example is a template file (IN_Install_AllUrgent.arm) that queries all urgent records in the TestSecurityForm form.

   Schema: TestSecurityForm
   Server: polycarp
   Login: Demo
   Password:
   Action: Query
   Format: Full
   Header Template: Header_Urgent.html
   Result Template: Default Content
   Qualification: 'Status' <= 2 AND 'Impact' = 3

   A template can contain one or more instructions. For more information, see Creating-and-exporting-mail-templates.

   Success

   Best practice

   Test the template by sending an email to the incoming mailbox and see if it returns the expected results.

2. In the Mid Tier, open the AR System Email Templates form in New mode.
   Storing a template
   
3. Attach your IN_Install_AllUrgent.arm file to an entry in the AR System Email Templates form.
4. Click the Template Attachments tab to add any header, footer, and result templates that are used with your template.
5. Save your changes.
   Your UrgentRequests template is created and now stored.