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Overview
When email messages are sent from the Omnify tools, the email services can configure the email content (Subject and Body) based on user-defined email templates. To create email templates, select the Email Templates page under the Alerts navigation tree.


Adding Email Templates Top
To create a new email template, click the New Template toolbar button. This will present the New Template dialog.



From the New Template dialog, specify a name for the template and click the Add button.


Editing Email Templates Top
To modify the content (Subject and Body) of an email template, you must first select the desired template from the Template drop list.



You can then type the desired email subject and contents in the Subject and Body areas.



You can define the format of the email to be either HTML or Text.



Once the text has been modified, click the Save Settings button to update the template.


Email SmartTags Top
When defining templates, you can insert "SmartTags" which the system will use to replace with the appropriate data.



Clicking the SmartTags button will display the list of supported SmartTags.



You can append a SmartTags to the Body text by clicking the tag's hyperlink.





Supported "SmartTags" include:

SmartTag Converted Data
{!PartNumber} Replaced with item part number (Items)
Note: {!Number} can also be used for part numbers
{!Number} Replaced with object key number (e.g. Change/ECO Number, Quality/CAPA Number, Training Name, etc.)
Note: {!PartNumber} can also be used for object numbers
{!Description} Replaced with description (all objects)
{!Reason} Replaced with reason field (Changes/ECOs and Quality/CAPA)
{!Priority} Replaced with Priority (Changes, CARs/PARs, Projects)
{!Category} Replaced with item Category (Items)
{!Type} Replaced with type (all objects)
{!Status} Replaced with status (all objects)
{!Rev} Replaced with item Rev (Items)
{!RevFrom} Replaced with item Rev Effective From field (Items)
{!RevTo} Replaced with item Rev Effective To field (Items)
{!RaisedBy} Replaced with user who requested the object (all objects)
{!RaisedDate} Replaced with the date the object was created (all objects)
{!ReleasedOn} Replaced with the date the object was released (all objects)
{!BusinessUnits} Replaced with the Business Units that are assigned to the object (all objects)
{!Projects} Replaced with the Projects that are assigned to the object (all objects)
{!ActiveStage} Lists the currently active signoff stage and users (all objects)
{!Attribute:[Attribute Name]} Replaced with attribute value (all objects)
Note: [Attribute Name] must indicate the attribute name (e.g. {!Attribute:Tolerance})
Email Template Usage Top
Email templates can be specified for all automatic email alerts (Administrator).



When users interactively send emails from object forms in Desktop, they will also be able to select an email template.


Removing Email Templates Top
To remove an email template, you must first select the desired template from the Template drop list.



Clicking the Remove Template button will present the Remove Template dialog.



Click the Delete button to delete the template.