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Create an email client template

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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
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 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.
    Example Email Client Template form with example entries, including Body HTML field.
    Table 1. 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.
    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 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.
    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.
  4. Click Submit.

    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
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