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    Home London Platform Capabilities Now Platform capabilities Notifications Email and SMS notifications Next steps after enabling email The email client Quick messages

    Quick messages

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    Quick messages

    Quick messages allow you to insert predefined text into the message body of the email client.

    Before you begin

    Role required: admin

    About this task

    Selecting a quick message fills the Message Text field with the body specified in the quick message. After you define one or more quick messages, the Quick Message selector appears in the email client. Use the following syntax: ${variable_name}.

    Note: If you add attachments to the Quick Message templates, the attachments are not sent as part of the email distribution.

    Procedure

    1. Navigate to System Policy > Email > Quick Messages.
    2. Click New.
    3. Fill in the Email Client Canned Messages form.
      Table 1. Email client canned messages form
      Field Description
      Title Enter a name to appear in the Quick Message selector.
      Active Select this check box to make the quick message available for selection. Clear this check box to remove the message from the Quick Message selector.
      User Select the user who has access to this quick message. Selecting a user restricts access to that user only. Leave the field blank to have no user-based restrictions.
      Group Select the group whose members have access to this quick message. Selecting a group restricts access to members of that group only. Leave the field blank to have no group-based restrictions.
      Body Enter the text you want to insert into the Message Text field. By default, the field supports HTML format.
    4. Click Submit.
      Email Client Canned Messages form for defining quick messages
    Related tasks
    • Enable the email client for a table
    • Create an email client template
    • Set the from address with an email client template
    • Display an editable From field
    • Display the Reply To field
    Related reference
    • Email client interface
    • Customize the email client
    • Configure email client auto-complete search results
    • Control access to the email client
    • SMS delivery with the email client
    • Email icon display

    Tags:

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    Release version
    Choose your release version

      Quick messages

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      Quick messages

      Quick messages allow you to insert predefined text into the message body of the email client.

      Before you begin

      Role required: admin

      About this task

      Selecting a quick message fills the Message Text field with the body specified in the quick message. After you define one or more quick messages, the Quick Message selector appears in the email client. Use the following syntax: ${variable_name}.

      Note: If you add attachments to the Quick Message templates, the attachments are not sent as part of the email distribution.

      Procedure

      1. Navigate to System Policy > Email > Quick Messages.
      2. Click New.
      3. Fill in the Email Client Canned Messages form.
        Table 1. Email client canned messages form
        Field Description
        Title Enter a name to appear in the Quick Message selector.
        Active Select this check box to make the quick message available for selection. Clear this check box to remove the message from the Quick Message selector.
        User Select the user who has access to this quick message. Selecting a user restricts access to that user only. Leave the field blank to have no user-based restrictions.
        Group Select the group whose members have access to this quick message. Selecting a group restricts access to members of that group only. Leave the field blank to have no group-based restrictions.
        Body Enter the text you want to insert into the Message Text field. By default, the field supports HTML format.
      4. Click Submit.
        Email Client Canned Messages form for defining quick messages
      Related tasks
      • Enable the email client for a table
      • Create an email client template
      • Set the from address with an email client template
      • Display an editable From field
      • Display the Reply To field
      Related reference
      • Email client interface
      • Customize the email client
      • Configure email client auto-complete search results
      • Control access to the email client
      • SMS delivery with the email client
      • Email icon display

      Tags:

      Feedback

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