Create an email client template

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

1. Navigate to System Policy > 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.
   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.
   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.