Creating and editing mail templates
You can edit certain mail templates in the Manager. For more information about editing mail templates in the Manager, refer to the administration guides for the modules.
To edit a mail template in the Designer
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In the Designer, select the Mail templates category.
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Select the mail template and start Mail Template Editor using the Edit mail template task.
To create a new mail template in the Designer
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In the Designer, select the Mail templates category.
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Start Mail Template Editor using the Create a new mail template task.
Related topics
Copying mail templates
You can edit certain mail templates in the Manager. For more information about editing mail templates in the Manager, refer to the administration guides for the modules.
To copy a mail template in the Designer
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In the Designer, select the Mail templates category.
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Select the mail template you want to copy and start the Mail Template Editor using the Edit mail template.
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Select the Mail template > Copy mail template menu item.
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Enter the name of the new mail template and click OK.
The new mail template is displayed in the Mail Template Editor. Now, you can edit the mail template.
Related topics
Creating mail previews
You can edit certain mail templates in the Manager. For more information about editing mail templates in the Manager, refer to the administration guides for the modules.
To display a mail template preview in the Designer
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In the Designer, select the Mail templates category.
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Select the mail template and start Mail Template Editor using the Edit mail template task.
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Select the Mail templates > Mail preview menu item.
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Select the base object and click OK.
General properties of mail templates
Table 18: Mail template properties
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Mail template |
Name of the mail template. This name will be used to display the mail templates in the administration tools and in the Web Portal. Translate the given text using the  button. |
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Base object |
Mail template base object. A base object only needs to be entered if the mail definition properties of the base object are referenced. |
|
Report (parameter set) |
Report, made available through the mail template. |
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Description |
Mail template description. Translate the given text using the button. |
|
Target format |
Format in which to generate email notification. Permitted values are:
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HTML: The email notification is formatted in HTML. Text formats, for example, different fonts, colored fonts, or other text formatting, can be included in HTML format.
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TXT: The email notification is formatted as text. Text format does not support bold, italics, or colored font, or other text formatting. Images displayed directly in the message are not supported. |
|
Design type |
Design in which to generate the email notification. Permitted values are:
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Mail template: The generated email notification contains the mail body in accordance with the mail definition.
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Report: The generated email notification contains the report specified under Report (parameter set) as its mail body.
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Mail template, report in attachment: The generated email notification contains the mail body in accordance with the mail definition. The report specified under Report (parameter set) is attached to the notification as a PDF file. |
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Importance |
Importance for the email notification. Permitted values are Low, Normal, and High. |
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Confidentiality |
Confidentiality for the email notification. Permitted values are Normal, Personal, Private, and Confidential. |
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Can unsubscribe |
Specifies whether the recipient can unsubscribe email notification. If this option is set, the emails can be unsubscribed through the Web Portal. |
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Deactivated |
Specifies whether this mail template is disabled. |
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Mail definition |
Selects the mail definition in a specific language.
NOTE: If the Common | MailNotification | DefaultCulture configuration parameter is set, the mail definition is loaded in the default language for email notifications when the template is opened. |
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Language |
Language that applies to the mail template. The recipient's language preferences are taken into account when an email notification is generated. |
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Subject |
Subject of the email message. |
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Mail body |
Content of the email message. |
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