Administration > Email Templates

Email Templates

The Email/Excel template for the notification Email Template can be configured here.

Access Email Templates

In the Administration tab, select Email Templates
Click the icon or click the x at the top right corner, to return to the Administration menu.

Click the New Template button.
In the window for Add Template, type information in the provided fields, based on the table below, then click Save.

Field	Description
HTML	Select this tab to configure an Email template. This is a required field.
Template Name	Enter a name for the email template. This name will be displayed when selecting the template in the Email template drop-down. This is a required field.
Query Type	Select the query type for which you want to this template to be available. This is a required selection.
Email Subject	Enter a subject line for the email. This is a required field.
Email Body	Enter the content for the email body. The text can be formatted with the format options available in the Email Body panel. This is a required field. Note: Tokens can be used to replace with actual values in the email. Tokens are case sensitive. Metadata used as token should be mapped in the CAM. Check email template sample here.
Excel	Select this tab to configure an Excel template to share the query results.
Template Name	Enter a name for the template. This name will be displayed when selecting the template in the Email template drop-down. This is a required field.
Select a File	Click to browse and select an Excel template.
Query Type	Select the query type for which you want to this template to be available. This is a required selection.

Below is sample Email Template for workspace creation notification:

The list of information displays in the following columns:

Column Name

Description

Template

Displays the template name above.

Query Type

Displays the query type for which the template is available.

File Type

Displays the template file type (HTML / Excel)

Uploaded By

Name of the user who created the template

Last Edited

Displays the last updated date and time

Actions

Option	Description
Edit	Select to Edit the template details. Update the details and click Save.
Delete	Select to Delete the template.

Permissions	Allows User To
Add Notification Template	View the Add Template button
Edit Notification Template	View the Edit option in the Actions menu.
Delete Notification Template	View the Delete option in the Actions menu.

Tip: Read here for complete list of available permissions and instructions to allow/deny CAM permissions to user/group.