To create a new template, click Create or copy an existing out-of-box template or another custom template for an event.
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Code EditorFor more details on using the code editors on this page for Email Subject and Email Body, see Working with the Code Editor. |
Field | Description |
|---|---|
Template Name | The name of the template. |
Events | Associate an event for the template (e.g. Workflow Request Completed). You can also assign more than one event to the same template. |
Email Subject | The script to be used for email subject for the event(s). |
Email Body | The script to be used for email body for the event(s). |
Payload | The payload is used in the code editor to give suggestions of what variables and methods are available when accessing the $payload variable, as this will vary depending on the event. If more than one event is associated to this template, use this to switch between the selected events. |
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Both Subject and Body will be able to reference the payload object related to an event. Using the shortcuts, you will be able to access all the data associated to an event using the variable $payload. The below table shows the events and associate payload objects.
Events | Payload Object Name |
|---|---|
Workflow Request Scheduled | |
Folder Request Scheduled | |
Workflow Request Pending Approval | |
Workflow Request Pending Approval | |
Folder Request Pending Approval | |
Pipeline Gate Approval Assigned | |
Pipeline Manual Step Assigned | |
Pipeline Step Exec Failed |
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