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Create an email client template

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Create an email client template

Create email client templates so that users in your organization can respond efficiently in emails that they send from a certain record type.

Before you begin

Role required: admin
Note: If the Client Templates module is not visible, enable the module.

About this task

The email client uses its own email templates to define default values for fields. You can use HTML formatting to enter the content of the message body, rather than plain text. You can also use mail scripts to dynamically generate content for the email body. For more information, see JavaScript in emails.

You can create one email client template per table. When users open the email client from the table record, the template content is applied automatically to the email client message.

Procedure

  1. Navigate to System Policy > Email > Client Templates.
  2. Click New.
  3. Fill in the fields on the Email Client Template form.
    Field Description
    Name Enter a unique template name.
    Content type Select HTML or plain text to create the body of the template.
    Table Select the table that the template applies to. 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. To reference an email address using a script, create a script include and then call the script include in the To field. Your script must start with the javascript: prefix. The script must return email addresses in a comma-separated string.
    Cc

    Enter a comma-separated list of either field names that contain user email addresses or specific email addresses. To reference an email address using a script, create a script include and then call the script include in the Cc field. Your script must start with the javascript: prefix. The script must return email addresses in a comma-separated string.

    This field cannot have the same values as the To field.

    Bcc

    Enter a comma-separated list of either field names that contain user email addresses or specific email addresses. To reference an email address using a script, create a script include and then call the script include in the Bcc field. Your script must start with the javascript: prefix. The script must return email addresses in a comma-separated string.

    This field cannot have the same values as the To or Cc fields.

    Subject Enter a description of the email. The description can contain a comma-separated list of field names or specific values.
    Body HTML

    If you selected HTML for the Content type, enter the content of the message body using the HTML editor toolbar to format the HTML. You can include variables from the Select variables column. Variables map to column names available from the notification table, its parent tables, and reference tables. Use variables to include values from a record in the table, such as an incident short description or comments and work notes.

    You can call a mail script by using ${mail_script:script name} in the Body HTML field.

    Body text If you selected plain text for the Content type, enter any text or mail script that you want to appear in the message body. You can insert a mail script in the Body text field using the following syntax:
    <mail_script> [code] </mail_script>
  4. Click Submit.
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