Creating email templates and attachments

You can create a message template, which will be sent as an email, and you can add attachments to this email, with a .pdf extension.

  1. Select your intermediate message event with launch behavior, or end message.
  2. Go to the properties tab.
  3. In the execution section, choose the “Mail” connector.

  4. In the field “Message template” click on the pencil to update an already existing template, or click on the “+” button to create a new message template.

 

Create email template

 

    1. Give a “Name” to the template, and enter a “Subject”. Also, you can use information from fields of the work item. So, just type a colon “:” or click on “Click here to add dynamic content” (see the image below), and search for the desired field.
    2. Complete the “Body template” of the message. Here you can also use dynamic content. In this case, just type “:” and search for a field.
    3. You can insert a link in the body of the email: click on the chain icon in the editor toolbar.
    4. You can create your template using the toolbar or html editor by clicking on .

Add attachments

In the Message Template window, click on the ‘Attachments’ button. The window will be extended.

 

  1. Scroll down, click on the “Attachments form fields” if you want to attach to your email a file uploaded during the execution of a process.
  2. Click on “Attachments” to directly upload a file from your computer and this file will be sent whenever you use this template.

 

On the template section you can create a template of attachments to be sent along with your email whenever you use this message template.

  1. Click on the “+” button.
  2. To add an attachment template choose “HTML” to add a report click on “Report”.

To learn more about Reports and how to create them: Send reports by email.

Your template has been created. To edit it just double click on the template you want. And click Confirm to save your message template.

You can now open a test work item to check the created template that will attach to the configured email. See more at How to perform process automation tests.

You can access your message templates on the process edition by clicking from the “Visualization mode” then on the “Templates”.

Also see: How to send emails.

 

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