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Speaking of Email Template...

The "E-mail Template" function allows you to add new e-mail formats (templates) to the standard product. This way, the notifications sent by Workflow are more flexible and they contain more specific information, defined by the user.

To add a new email template, just access the Control Panel, in the in the Customization container, click on “Email Templates,” and then click the "Add" button.

The screen below will be displayed, asking for a code for the template (this code will be used to refer to the template during customization), a description and the template language.

Each language should have its own template so that each user can receive an e-mail according to the language chosen.

To learn more about how to create a template or how to use it in a customization, refer to Workflow Customization Guide or the templates used by platform in the document volume (directory: templates/tplmail).


Add email template

01. In the Control Panel feature, select the Personalization group and click Email Templates.

02. Click Add.

03. Enter the required information.

Code
Code of the email template to be added. This code will be used to reference the template during customization.

Description
Template identification name.

Language
Each language should have its own template so that each user can receive an e-mail according to the language chosen.

04. Insert template files by selecting Choose files.

You can also upload the file by dragging it to the upload area. Only one file (HTML format) must be indicated as the main file, and other files may be published as attachments. To delete the file, click  .

05. Click Save.


Edit E-mail Template

01. Select the e-mail template you want to edit.

02. Click Edit.

03. Execute the desired modifications.

The system does not allow you to change the Code and Language fields.

04. Click Save.



Delete E-mail Template

01. Select the Group you want to delete.

02. Click Delete.

03. Click OK to confirm the deletion.



Please note!

This documentation is valid from the Lake (1.7.0) update. If you use a previous update, it may contain information different from what you see on your platform.