Use 'HTML Template' Property of Checklist Activity

You can use the html email template that is present in the physical folder [AVEVA Work Tasks Installed Path]\AVEVA\Work Tasks\WorkflowElements\Default\en-US\Templates\OutlookEmailTemplate\CheckListEmail.html in the 'HTML Template' property of CheckList activity.

Complete the following steps to customize the CheckListEmail.html.

1. Right-click the Check-List activity and then select Activity Properties.

2. Under Mail Channel group, set the Use html template from property to Yes.

3. Under Mail Channel group, click HTML template edit icon.

4. Go to [AVEVA Work Tasks Installed Path]\AVEVA\Work Tasks\WorkflowElements\Default\en-US\Templates\OutlookEmailTemplate\CheckListEmail.html path and take a copy of the default html template file of Check-List activity and make the necessary changes to the copied file.

   Note: While modifying the Check-List email template the following place holders should not be modified as these are necessary for the engine to process the mails that are received from the actors.

   1. Email URL

      <form id='Form1' action='<%#EmailURL%>' method='post'>

   2. Notes

      <td bgcolor="#FFFFFF" class="style2"><%#Notes%> </td>

   3. Complete content

      <table border='0' align='center' cellpadding='5' cellspacing='1' bgcolor='#EBEBEB' class="style2" style="width: 100%; height: 25px;">

      <tr bgcolor='#EBEBEB' class="style2">

      <td bgcolor='#EBEBEB' class="style2"><strong><%#locColumnName%></strong></td>

      <td bgcolor='#EBEBEB' class="style2"><strong><%#locUserInputs%></strong></td>

      <td bgcolor='#EBEBEB' class="style2"><strong><%#locValidInputs%></strong></td>

      </tr> <%#InputPlaceHolderString%>

      </table>

   4. Complete content

      <td width="95%" class="style2"><span class="style8"><strong><%#locEmailSecurityWarning%></strong></span><br />Workflow:{<%#ApplicationName%>:<%#EmailGUID%>:<%#WorkflowName%>}{WorkflowResourceActivityMail#3.5}{WorkflowFollowUp:<%#SkeltaFollowUpValue%>}{WorkflowReminderTime:<%#SkeltaReminderTimeValue%>}</td>

5. Replace only the following place holders in the copied html template as per the table below. This is because the place holders which is in ' <%# %>' format will not support in customized html format.

   Note: Make sure that only the following specified place holders are replaced. Do not replace any other place holders.

   Keyword	Replace with
   <%#EmailURL%>	[%#EmailURL%]
   <%#locSalutation%>	[%#locSalutation%]
   <%#ActorName%>	[%#ActorName%]
   <%#locMailDescription%>	[%#locMailDescription%]
   <%#Notes%>	[%#Notes%]
   <%#loctaskInfo%>	[%#loctaskInfo%]
   <%#locName%>	[%#locName%]
   <%#TaskName%>	[%#TaskName%]
   <%#locDescription%>	[%#locDescription%]
   <%#Description%>	[%#Description%]
   <%#locSubmittedBy%>	[%#locSubmittedBy%]
   <%#Submitedby%>	[%#Submitedby%]
   <%#locSubmittedOn%>	[%#locSubmittedOn%]
   <%#SubmittedDate%>	[%#SubmittedDate%]
   <%#SubmittedTime%>	[%#SubmittedTime%]
   <%#locRepondInTwoWays%>	[%#locRepondInTwoWays%]
   <%#locRespondbyMail%>	[%#locRespondbyMail%]
   <%#locReplyToMail%>	[%#locReplyToMail%]
   <%#locColumnName%>	[%#locColumnName %]
   <%#locUserInputs%>	[%#locUserInputs %]
   <%#locValidInputs%>	[%#locValidInputs %]
   <%#InputPlaceHolderString%>	[%#InputPlaceHolderString%]
   <%#locRespondByWeb%>	[%#locRespondByWeb%]
   <%#locWorkItemView%>	[%#locWorkItemView%]
   <%#workitemView%>	[%#workitemView%]
   <%#locWorkItemViewURLText%>	[%#locWorkItemViewURLText%]
   <%#docview%>	[%#docview%]
   <%#locDocViewURLText%>	[%#locDocViewURLText%]
   <%#executionView%>	[%#executionView%]
   <%#locExecutionViewURLText%>	[%#locExecutionViewURLText%]
   <%#locSignature%>	[%#locSignature%]
   <%#locEmailSecurityWarning%>	[%#locEmailSecurityWarning%]
   <%#ApplicationName%>	[%#ApplicationName%]
   <%#EmailGUID%>	[%#EmailGUID%]
   <%#WorkflowName%>	[%#WorkflowName%]
   <%#SkeltaFollowUpValue%>	[%#SkeltaFollowUpValue%]
   <%#SkeltaReminderTimeValue%>	[%#SkeltaReminderTimeValue%]

6. After replacing place holders, the code is as shown below.

   <html>

   <head>

   <meta http-equiv="Content-Type" content="text/html; charset=iso-8859-1" />

   <title>Mailer</title>

   <style type="text/css">

   <!--

   .style2 {

   font-family: Arial, Helvetica, sans-serif;

   font-size: 11px;

   }

   .style4 {

   font-family: Arial, Helvetica, sans-serif;

   font-size: 15px;

   font-weight: Normal;

   color: #333333;

   }

   .Username {

   font-family: Arial, Helvetica, sans-serif;

   font-size: 13px;

   font-weight: Bold;

   color: #333333;

   }

   .subject {

   font-family: Arial, Helvetica, sans-serif;

   font-size: 13px;

   font-weight: Bold;

   color: #333333;

   }

   .style8 {

   color: #FF3300;

   font-weight: bold;

   }

   .style9 {font-family: Arial, Helvetica, sans-serif; font-size: 11px; font-weight: bold; }

   -->

   </style>

   </head>

   <body>

   <form id='Form1' action='[%#EmailURL%]' method='post' >

   <table width="700" border="0" align="left" cellpadding="0" cellspacing="1" bgcolor="#CCCCCC">

   <tr>

   <td valign="top"><table width="100%" border="0" cellpadding="5" bgcolor="#FFFFFF">

   <tr>

   <td><span class="Username">[%#locSalutation%]&nbsp;<strong>[%#ActorName%]</strong></span>,

   <p class="style2">[%#locMailDescription%]</p></td></tr>

   <tr>

   <td bgcolor="#FFFFFF" class="style2">[%#Notes%] </td>

   </tr>

   <!-- Appropriate sender details can be passed to the mail by using the sender detail contents as follows

   A few are listed below

   [%#Value.SendTo.UserDisplayName%]

   [%#Value.SendTo.UserEmail%]

   [%#Value.SendTo.UserId%]

   Contents declared in Start Activity can also be used in a similar way.

   XML Variables can also be used.

   Variables defined in Start Activity can also be used pass the values to the mail.

   Pre-defined variables can also be used.

   A few are listed below.

   [%#Variable.SubmittedBy.UserId%]

   [%#Variable.SubmittedBy.UserName%]

   [%#Variable.SubmittedBy.UserDisplayName%]

   To make use of localization, Create a Key and its value in WorkflowManagementInstalledFolder/Locales/en-US/EmailTemplate.txt

   and use the key in this html.

   EG: Let EmailUserDefinedName be the Localization key in WorkflowManagementInstalledFolder/Locales/en-US/EmailTemplate.txt

   Use the above key in html as @@EmailUserDefinedName@@ to get its localized value.

   TO TRY OUT THE ABOVE POINTS, JUST UNCOMMENT THE NEXT COMMENTED PORTION OF CODE.

   -->

   <!--<tr>

   <td bgcolor="#EBEBEB" class="style4">Resource Details</td>

   </tr>

   <tr>

   <td>

   <table width="100%" border="1" cellpadding="6" cellspacing="0" bordercolor="#CCCCCC" bgcolor="#FFFFFF" class="style2">

   <tr>

   <td width="21%" bgcolor="#EFEFEF">@@EmailUserDefinedDepartment@@</td>

   <td width="79%" bgcolor="#EFEFEF">[%#Variable.SubmittedBy.UserDepartment%]</td>

   </tr>

   <tr>

   <td width="21%">@@EmailUserDefinedEmail@@</td>

   <td width="79%">[%#Variable.SubmittedBy.UserDisplayName%]</td>

   </tr>

   </table>

   </td>

   </tr>-->

   <tr>

   <td bgcolor="#EBEBEB">

   <span class="style4">[%#loctaskInfo%]</span>

   </td>

   </tr>

   <tr>

   <td valign="top" bgcolor="#FFFFFF">

   <table width="100%" border="0" cellspacing="0" cellpadding="1">

   <tr>

   <td width="50%">

   <table width="100%" border="0" cellpadding="1" cellspacing="0" bgcolor="#999999">

   <tr>

   <td>

   <table width="100%" border="1" cellpadding="6" cellspacing="0" bordercolor="#CCCCCC"

   bgcolor="#FFFFFF" class="style2">

   <tr>

   <td width="21%" bgcolor="#EFEFEF">

   <b>[%#locName%]</b></td>

   <td width="79%" bgcolor="#EFEFEF">

   [%#TaskName%]</td>

   </tr>

   <tr>

   <td>

   <b>[%#locDescription%]</b></td>

   <td>

   [%#Description%]</td>

   </tr>

   <tr>

   <td bgcolor="#EFEFEF">

   <b>[%#locSubmittedBy%]</b></td>

   <td bgcolor="#EFEFEF">

   [%#Submitedby%]</td>

   </tr>

   <tr>

   <td>

   <b>[%#locSubmittedOn%]</b></td>

   <td>

   [%#SubmittedDate%] [%#SubmittedTime%]</td>

   </tr>

   </table>

   </td>

   </tr>

   </table>

   </td>

   </tr>

   </table>

   <br />

   </td>

   </tr>

   <tr>

   <td bgcolor="#EBEBEB" class="style2">[%#locRepondInTwoWays%]</td>

   </tr>

   <tr>

   <td><table width="100%" border="0" cellpadding="4" cellspacing="0" class="style2">

   <tr>

   <td><strong>[%#locRespondbyMail%]</strong></td>

   </tr>

   <tr>

   <td style="padding-left:20px"><i>[%#locReplyToMail%]</i>

   <table border='0' align='center' cellpadding='5' cellspacing='1' bgcolor='#EBEBEB' class="style2" style="width: 100%; height: 25px;">

   <tr bgcolor='#EBEBEB' class="style2">

   <td bgcolor='#EBEBEB' class="style2"><strong>[%#locColumnName%]</strong></td>

   <td bgcolor='#EBEBEB' class="style2"><strong>[%#locUserInputs%]</strong></td>

   <td bgcolor='#EBEBEB' class="style2"><strong>[%#locValidInputs%]</strong></td>

   </tr> [%#InputPlaceHolderString%]

   </table>

   </td>

   </tr>

   <tr>

   <td><strong><br />[%#locRespondByWeb%]</strong></td>

   </tr>

   <tr>

   <td style="padding-left:20px"><i>[%#locWorkItemView%]</i>

   <br />

   <a [%#workitemView%]>[%#locWorkItemViewURLText%]</a>

   </td>

   </tr>

   </table></td>

   </tr>

   <tr bgcolor="#EBEBEB">

   <td align="right" class="style2">

   <span><a [%#docview%]>[%#locDocViewURLText%]</a></span>

   |

   <span><a [%#executionView%]>[%#locExecutionViewURLText%]</a></span>

   </td>

   </tr>

   <tr>

   <td bgcolor="#FFFFFF" class="style2">[%#locSignature%]</td>

   </tr>

   <tr>

   <td bgcolor="#FFFFCC" class="style2"><table width="100%" border="0" cellspacing="0" cellpadding="3">

   <tr>

   <td width="95%" class="style2"><span class="style8"><strong>[%#locEmailSecurityWarning%]</strong></span><br />

   Workflow:{[%#ApplicationName%]:[%#EmailGUID%]:[%#WorkflowName%]}{WorkflowResourceActivityMail#3.5}{WorkflowFollowUp:[%#SkeltaFollowUpValue%]}{WorkflowReminderTime:[%#SkeltaReminderTimeValue%]}</td>

   </tr>

   </table></td>

   </tr>

   </table></td>

   </tr>

   </table>

   </form>

   </body>

   </html>

7. Copy the modified code (In this case, the above code) and paste into the HTML template window as Paste Plain Text and click Update.

   

8. The following code shows after pasting the code.

   

Variables, Contents, and XML Variables can also be inserted into the html text wherever necessary by just selecting it from the drop-down provided in the HTML template window and appending it wherever necessary.