Email Templates
  • Updated on 29 Nov 2016
  • 2 minutes to read
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Email Templates

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This tutorial demonstrates how to use and modify Email Templates in Decisions . Email Templates were introduced in Decisions 4.0 . Email Templates are HTML documents that can be composed and used for advanced Email decorations .
Example:
In this example we are going to demonstrate how to apply Default Email Template and how to adjust and create newEmail Templates in Decisions .
We begin in the Designer Folder with clickingCreate New Flow on Start Folder View.
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Then, we Name the Flow and click Ok to proceed to the Flow Designer.
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In the Flow Designer we add Send Email step from the Favorite Steps category.
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Next, we connect the outcome from Send Email step to the End Step in our Flow .
Select Send Email Step on the work-space to configureStep Settings.
First, we locate Email step Inputs and set Constant From and To fields.
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Then, we locate Subject and Body fields and set Constant Values for demonstration purposes.
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Next, we locate Settings – Contents section and from the Email Template drop-down list we pick Default Template.
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This completes our Flow . We can save the Flow and close Flow Designer.
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Back in the Designer Folder we locate thumbnail for our Flow and from the Actions menu click Run Flow.
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Our Flow sends us an Email that looks as following… We can see that received Email is an HTML document . This is how Email Templates work in Decisions .
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Next, we are going to demonstrate how to adjust or create new Email Templates.
In the Decisions Portal we navigate toSystem > Designers > Email Templates Folder . This is where Email Templates are stored in Decisions . We can see our Default Template here. We click on this document and selectDownload Document.
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When we open this HTML document on our local machine, it looks as following…
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Also, we may adjust/edit this HTML document or create a new one that will satisfy our business needs.
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When our Email Template HTML document is ready, we switch back to Decisions Portal System > Designers > Email Templates Folder and click Add on Folder Actions Panel.
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In the resulting window we provide our Email Template with Title and Description . Then, we Drag or Choose our Email Template HTML document and click Ok to save and continue.
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Email Template is added to Email Templates Folder…
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Next, we navigate back to the Flow that we created previously in this tutorial and click Edit on the thumbnail Menu.
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In the Flow Designer we select Send Email step on the work-space and locateSettings – Contents section. From Email Template drop-down menu we select our new Email Template . Then, save the Flow and close Flow Designer.
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Back in the Designer Folder we Run our Flow again.
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This time we receive an Email decorated with our customized Email Template .
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