Create an email layout

Create an email layout to specify the HTML content you want to appear in the body of one or more email templates.

Before you begin

  • Role required: admin
  • Record required: email template record

Procedure

  1. Navigate to System Policy > Email > Layouts.
    The system displays the list of existing email layouts.
  2. Click New.
    The system displays a blank email layout form.
  3. Fill in the form.
    Table 1. Email layout fields
    Field Description
    Name Specify a unique name for the record.
    Application Lists the parent application to which this record belongs.
    Description Specify an optional description of the layout.
    Advanced Select whether to display the Advanced Layout field.
    Layout

    Use the inline editor to add HTML elements. The system displays HTML from this field in the body of any email template that uses the layout.

    Note: The editor automatically formats any HTML code you enter from the Source code view.
    Advanced Layout

    Use this field to manually enter HTML code. The system displays HTML from this field in the body of any email template that uses the layout.

    Note: Click Click here to disable syntax highlighting and script formatting to enter text in this field.
  4. Click Submit.
    The system creates the email layout record.
  5. Navigate to System Policy > Email > Templates.
    The system displays the list of existing email templates.
  6. Select the email template which you want to use an email layout.
    The system displays the email template record.
  7. In Email layout, select the email layout you want to use to format the body of email messages.
  8. Click Update.
    The email template uses the selected email layout to format the body of email messages.