Create an email template

Create an email template for an email template type and define a language for the email template. To create an email template, you can add text manually and select placeholders from the Placeholders section. When you use an email template to send an email, the value of the placeholder is substituted by the corresponding value in the email. For example, if the placeholder is <DeliveryOrderId>, the placeholder is substituted by the corresponding delivery order ID in the email.

You can also create an email template with a predefined flexible email body. For more information, see Create an email template with a flexible email body.

1. Navigate to the s00027 E-Mail Templates screen.

2. To refresh the screen, select the F5 key.

3. In the Template Types grid, select a row.

4. Select the General tab, in the Entity dropdown, ensure the ID of an entity is selected.

   The selected entity determines the context in which you can use the email and the information you can include in the email.

5. Select the Text tab and select anywhere in the Text grid.

6. On the Home menu, in the Record group, select Create.

   In the Text grid, a blank row is created.

7. Select the General tab and perform the following:

   1. From the Language dropdown, select a language code.

   2. To manually enter the text of the email template, in the Text field, enter the text. From the Placeholders section, you can use the relevant placeholders to draft the text.

   Note: To define multiple languages for an email template, repeat steps 6 and 7.

8. (Optional) Enter the relevant details in other fields as required. For more information on all the fields, see s00027 Field descriptions.

9. On the Home menu, in the Record group, select Save.

   The email template is created with a defined language.