Creating email templates

Email templates define the subject and body of email notification messages. You can create email templates when you override the global settings for task notifications. (See Overriding task notification settings.)

You can specify the following properties of email messages:

The content of the message subject
The content of the message body
The encoding to use for the message
The message format (text or HTML)
Whether to attach the task form in the message. This option is not available for deadlines.
Note: Task forms can be attached to email messages as PDF documents only. If you are rendering Adobe XML forms to HTML for use in Workspace ES users, the forms are rendered to PDF for email attachments.

Use the Email Template Editor dialog box to author the email template. The dialog box provides a number of buttons that simplify the authoring process. When you click a button, text is automatically added to the email template. The following table describes the buttons.

Button	Description
XPath	Inserts an XPath expression enclosed by curly brackets ({}) and dollar signs ($). At run time, the expression is replaced by the value that it evaluates to.
@@	Inserts process management variables enclosed by @@ symbols. At run time, the variables are replaced by the value that it evaluates to: Task Id: The identification of the current task. Instructions: The value of the Task Instructions property of the Assign Task operation. Process Name: The name of the process. NotificationHost: The name of the computer that sends the notifications. In clustered environments, only one LiveCycle ES server in the cluster sends notifications. Operation Name: The value of the Name property for the Assign Task operation. Description: The value of the Description property for the Assign Task operation.
URL (HTML only)	Inserts the HTML code that provides a link to the task: <a href="http://@@notification-host@@:<PORT>/workspace/Main.html? taskId=@@taskid@@">Click here to open the Task</a> Note: You must type a port number in place of `<PORT>` in the URL.
Para (HTML only)	Inserts `<p></p>` tags.
Break (HTML only)	Inserts `<br/>` tag.
Bold (HTML only)	Inserts `<b></b>` tag.
Italics (HTML only)	Inserts `<i></i>` tags.
Color (HTML only)	Inserts the following HTML code: <span style="color:Red;"></span>
Font (HTML only)	Inserts the following HTML code for specifying a change in font style: <span style="font-family: arial, sans-serif; font-size: xx-small;">
Link (HTML only)	Inserts the following HTML code for adding hypertext: <a target="_blank" href=""></a>
Table (HTML only)	Adds the following HTML code, which defines a table that has two rows and two columns: <table border="1" cellpadding="1" cellspacing="0" width="100%"> <tr> <td align="left" valign="middle" width="50%" bgcolor="Silver"> </td> <td align="left" valign="middle" width="50%" bgcolor="Silver"> </td></tr> <tr> <td align="left" valign="middle" width="50%"> </td> <td align="left" valign="middle" width="50%"> </td></tr> </table>

Note: You can use other HTML tags as required.

For information about how to open the Email Template Editor dialog box, see Overriding task notification settings.

To configure a custom email template:

In the Subject box, enter the content to use for the email subject. Use the XPath or @@ button as required.
In the Encoding list, select an encoding to use for the email.
In the Body Format list, select the format to use for the email message.
On the Body tab, enter the content to use for the email subject. Use the buttons to insert content as required.
(Task Assignment and reminders) To include the form and data as an attachment to an email for the task, select Include Form Data In Email.
(Optional) Click the HTML Preview tab to see how the email template will appear and then click OK.

Creating email templates

To configure a custom email template:

See also