Email Templates

1 Access Email Templates
2 Add or Edit a Template
3 Required Permissions
4 Scheduling Notifications

Note: The Email/Excel template for the notification Email Template can be configured using the link given.

Access Email Templates

In the Administration tab, select Email Templates

Click the above icon or click the x at the top right corner, to return to the Administration menu.

Add or Edit a Template

Click the New Template button.
In the window for Add Template, type information in the provided fields, based on the table below, then click Save.

Field	Description

Field	Description
HTML template	Select this tab to configure an Email template. This is a required field.
Template Name	Enter a name for the email template. This name will be displayed when selecting the template in the Email template drop-down. This is a required field.
Query Type	Select the query type for which you want to this template to be available. This is a required selection.
Email Subject	Enter a subject line for the email. This is a required field.
Email Body	Enter the content for the email body. The text can be formatted with the format options available in the Email Body panel. This is a required field. Note: Tokens can be used to replace with actual values in the email. Tokens are case sensitive. Metadata used as token should be mapped in CAM. Check email template sample below.
Excel template	Select this tab to configure an Excel template to share the query results.
Template Name	Enter a name for the template. This name will be displayed when selecting the template in the Email template drop-down. This is a required field.
Select a File	Click to browse and select an Excel template.
Query Type	Select the query type for which you want to this template to be available. This is a required selection.

Below is what a template may look like with the following options

The list of information is displayed in the following columns:

Column Name	Description

Column Name	Description
Template	Displays the template name above.
Query Type	Displays the query type for which the template is available. E.g. Request workflow means it is a notification which is processed when a workflow is completed.
Table Columns	Pick the metadata columns you want included in a dynamic table attached to the notification. E.g. if a user processes a workflow for a workspace, that the table columns would be metadata for that item(s).
Email Subject	Subject line of the email
File Type	Available for New Creation only. Displays the template file type (HTML / Excel).
Actions	Edit - Select to Edit the template details. Update the details and click Save. Delete - Select to Delete the template.

Required Permissions

Permissions	Allows User To

Permissions	Allows User To
Add Notification Template	View the Add Template button
Edit Notification Template	View the Edit option in the Actions menu.
Delete Notification Template	View the Delete option in the Actions menu.

Tip: Read here for a complete list of available permissions and instructions to allow/deny CAM permissions to user/group.

Scheduling Notifications

Automated email notifications, such as alerts for failed jobs to administrators, can be set up under the Job tab's Notification option using a configured email template.

Select a configured email template.
Configure it as per this instruction: Jobs | Notification

Note: You need to have an email template configured first.