Email Templates

Note:

You should use Notifications instead of email templates.

The email templates are similar and the New Project email template is presented as a sample.

You can create many email templates associated with applications. They can also be customized in OpenAir if additional information is needed to be displayed within the email. Project email messages are created when a Project owner is added to a new project, existing project or removed from a project.

To create an email template:

1. In the template form, enter the Name and select the Template type. This is where you use a drop-down list to customize the email for the application you selected.

2. For Project email templates, the options are: New project owner on new project, new project owner on existing project, and removed project owner.

3. Add the Email subject, which is appended to the default subject. The Email subject and the Email body can be a combination of free form text and OpenAir fields.

4. To add OpenAir fields, choose the field from the drop-down list titled Field. After a field is selected, the field code displays under the Field. You can copy and paste this field code into the subject or email body. The field code pulls the value from the associated entity and displays it in the email.

5. Notes may be added to further explain the email template's purpose or description. You can only have one active template for each Template type. By creating and activating this new template, other templates of this type are deactivated.