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To create a new template, click Create or copy an existing out-of-box template or another custom template for an event. 

To edit an existing template, click the link under the Template column.

Edit Template

The Edit Template screen shows some basic template information as well as the template components. The <>Custom header shown below indicates it's a custom template.

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Field

Description

Template Name

The name of the new template.

Events

Associate an event for the template (Exe.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 BodyThe script to be used for email body for the event(s).
PayloadThe 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. Below The below table shows the Events events and associate payload objects.

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