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 templates. 

   Success

   Tip

   Test the template by sending 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
    (Click the image to expand it.)
   
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 was created and now stored.