Create an email client template

You can create a different template for each table that uses the email client.

Before you begin

Role required: admin

About this task

The email client uses its own email templates to define default values for fields.

Procedure

  1. Navigate to System Notification > Email > Client Templates.
  2. Click New.
  3. Fill in the fields on the Email Client Template form.
    Table 1. Email client template form
    Field Description
    Name Enter a unique template name.
    Table Select the table that the template applies to. You must enable the email client for the same table.
    To Enter a comma-separated list of either field names that contain user email addresses or specific email addresses.
    Cc Enter a comma-separated list of either field names that contain user email addresses or specific email addresses.
    Bcc Enter a comma-separated list of either field names that contain user email addresses or specific email addresses.
    Subject Enter a description of the email. The description can contain a comma-separated list of field names or specific values.
    Body Enter any text or mail script that you want to appear in the message body.
  4. Click Submit.
    Note: If the Client Templates module is not visible, enable the module.

    Here is a sample template for the Incident table.

    template.print("Incident number -" + current.number + "\n");

    Here is how the template populates an incident email.

    Email client window populated by a template