Customizing E-mail Notifications

To customize templates for E-mail Notifications that ANX uses to generate actual e-mail messages, follow the instructions below:

INFO: For information on E-mail Notifications, see E-mail Notifications.

  1. From the Sidebar, navigate to Customization > [Module] > [Object Class] > Workflow > E-mail Notifications.
  2. Double-click the E-mail Notification template to modify. The E-mail Notification dialog box opens.

    NOTE: Keep the Enabled check box selected. Otherwise, ANX will not generate e-mail messages.

  3. Under Notification, change the notification details as follows:
    1. If you have configured the default sender’s e-mail address, the From field is initialized with that value. Otherwise, the System defaults (Empty) is displayed.

      NOTE: You can specify a system default From address only when using an SMTP Server for sending e-mail for outgoing messages. For details, see Integration with SMTP Server.

    2. If needed, you can modify the sender’s e-mail address. To insert dynamic values, click the ellipsis button.

      NOTE: If you use a Microsoft Exchange Server, you need to enable Alloy Navigator Express to send notifications on behalf of other users and set up delegate access for the sender you specify here. For details, see Integration with Microsoft Exchange Server.

    3. Enter recipient addresses in the To, CC, or BCC fields. If you want to specify several addresses in one field, separate them with a comma or semicolon. To insert dynamic values, click the ellipsis button and select a value using the Select Placeholder dialog box.

      NOTE: When selecting dynamic values in the Select Placeholder dialog box, use the E-mail Fields category as it contains only e-mail relevant fields. For details, see Inserting Placeholders.

      NOTE: 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 (Workflow Parameter) window. If necessary, update details and click OK. The placeholder would be updated with new values.

    4. Customize the message subject in the Subject field. Use the ellipsis button to insert dynamic values.

      NOTE: If you want to reuse the subject line in other notifications, you can save the entered text as a macro by right-clicking anywhere in the Subject field and choosing Create New Macro from the pop-up menu (if you want to reuse only a part of the subject line, select this part before right-clicking). Specify other macro details in the New Macro dialog box and click OK. For details, see Creating User Macros.

  4. You can specify the message contents explicitly or use an existing HTML e-mail template.

    INFO: For details on templates, see Creating HTML E-mail Templates.

    • To specify the message contents explicitly:
    1. By default, Alloy Navigator Express creates messages in the HTML format.

      NOTE: The appearance of E-mail Notifications is controlled with standard cascading style sheet (CSS) rules. For details, see Customizing the Style of E-mail Notifications.

      NOTE: If the message contains a placeholder for multiline text (such as the Object Changes All system macro), we recommend that you place this macro in a separate paragraph and then apply the Formatted style to that paragraph. Otherwise, the formatting may be discarded.

    2. Customize the text of the e-mail message. Use the Insert Placeholder button to insert dynamic values. For details, see Inserting Placeholders.

      NOTE: Person Pictures inserted in HTML notifications are automatically resized to 96 pixels wide.

    • To use an HTML e-mail template:
    1. Click HTML template and select a template in the Template list. A grid of section placeholders contained in the template will appear.
    2. For each section that you want to use in your notification, double-click the corresponding row and specify its contents. You can combine static text with placeholders for dynamic data (macros and values of object fields).

    3. Click OK when done.