Specifying the contents of E-mail Notifications based on templates

When you specify the contents of E-mail Notification based on HTML e-mail templates, you add the contents to each section you want to populate using the [Section] Value window.

The section contents can be in Plain text or HTML text format. You can combine static text with placeholders for dynamic data (macros and values of object fields).

  • Plain text - sets the plain text format for the section contents.

  • HTML text - sets the HTML format for the section contents. Use the WYSIWYG HTML e-mail editor for text formatting, bold or colored font, bullet lists, images, etc. Alternatively, click Design > HTML Code and write or edit the source HTML code directly. For details, see HTML formatting.
  • Insert Placeholder - opens the Select Placeholder window where you can choose a placeholder that will be replaced with the actual field value or macro value at runtime.

    TIP: If you want to see in details a User Macro or a Workflow Parameter referenced by the placeholder, right-click the selected placeholder and choose Placeholder Definition. It opens the Macro window (Workflow Parameter window). If necessary, update details and click OK. The placeholder would be updated with new values.