Manage Email Templates

Use a customized notification email for human task activities that includes basic task information, form payload values, and comments, and that optionally lets end users perform a task action without having to sign in to the application. Create customized notification emails from the Notification pane of a selected task.

To assign an email template to a human task:
  1. Open a process in the process editor.
  2. Select a human task activity, and click Notifications Notification icon.
  3. In the Notification pane, scroll down to the Manage Email Templates section.
  4. Select an email template that you want to use for the task-related emails.

    You can do either of the following:

    • Create a new email template for your use. Click Add Create Email Template to the right of Manage Email Templates. See Configure Email Templates.

    • Copy, preview, or download an existing email template for your use. Click Options icon next to the email template that you want to use, and choose from the available options.
    Option Description

    Copy

    Copy and save the email template with another name.

    Preview

    Open the email template in the Preview Email Template dialog. You can view how the email appears to end users. The payload information isn't displayed in the Preview mode.

    Download

    Download and save the email template in HTML format to your local drive or select an application to open the file.