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 All > 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.
  4. Click Submit.
    The system creates the email layout record.
  5. Navigate to System Notification > 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.