Overview

Email templates allow an Administrator to configure the information (e.g., object fields and properties) that appears on an email when the Messaging (email) workflow is triggered.

All object type fields and properties can be added to an email template, including custom and default email templates. The available fields and properties depend on the object triggering the email.

User Account Requirements

The user account you use to log into Resolver must have Administrator permission to configure email templates.

Related Information/Setup

Please refer to the Edit the Default Email Templates article for more information on email templates.

Please refer to the Create a New Email Template article for more information on creating an email template.

Please refer to the Object Properties article for more information on object properties.

Please refer to the Markdown formatting article for more information on how to apply Markdown to the email template.

Navigation

From the Home screen, click the Administration icon.

Administration Icon

From the Administrator Settings menu, click Admin Overview.

Administrator Settings Menu
From the Admin Overview screen, click the Email Templates tile under the Communications section.

Email Template Tile

On the Email Templates screen, from the list of email templates, click the email template that you want to edit.

Email Templates Screen

Adding Variables to an Email Template

From the Edit Email Templates screen, type a + sign in the Email Subject Line or Email Body field to open the variable drop-down menu.

Variable Drop-down Menu

Type a field or property keyword after the + sign to narrow the variables list and select a Variable from the drop-down menu to insert it in the email template. The object type the field is linked to will appear in the search results to the right of the field's name. If a field is linked to more than one object type, it will appear in the search results once for each object type.

Variables

Number	Description
1	Variable name
2	Object type
3	One field that is linked to two different object types

Note:
Only the value of the field or property is displayed in the template. The field or property name is not populated automatically. You must manually type the title to include a title on the email template.

Scroll to the Preview section to see how the variables added to the email will appear on the email.

Preview Section

Supported Fields & Properties

A field or property will appear on an email as Not Specified if it is not linked to the same object type as the Message action, unlinked, or was deleted after embedding it in the template. Missing fields and properties will appear as {Field Not Found} in the Preview section.

The following fields and properties can be embedded in an email template:

All field types except Attachments, Image Attachments and Rich Text.
The following properties:
- Name
- Description
- Unique ID
- Created By
- Created On
- Modified By
- Modified On
- Submitter Properties
  - Submitter Name
  - Submitter Email

Note:
Although you can add relationship variables to an email template, they will not appear in the final email.