Setting

Definition

This entry is locked by ...

Allows the record to be locked so that only the person who locked the record can make further updates.

A reply is expected from this email

Check this box if the template is for an email message for which a reply is expected.

An attachment is expected with the reply

Check this box if an attachment is expected when the approver replies.  If this box is checked and if no attachment is returned with the reply, or if the attachment name does not match the matching text for attachments, a workflow error code will be generated.

Message subject

This will appear as the email subject.

Message will be emailed from

This will appear as the account from which the email was sent.

NOTE: this MUST match the physical mailbox to which replies will be sent.  Otherwise, the MIE will not be able to read replies.

NOTE: for the eTelligent hosted site, the default must not be changed (or the system will not be able to send the email)

Image(s) in my area ...

This list contains images (filenames) currently contained in the image area of your site.  Any image in this list may be referenced in your email template.  Images are referenced using the standard HTML "<img " tag.  To reference an image in your area, simply set the "src=" to the name of the image file (with no path).  Referenced images will be embedded in the email body itself (no references to images out on the web, for example).  If you click the button "Upload Image", you can add a new image to your area.

Example of an image tag in the Message Template:

<img border="0" src="logo.jpg">

The file "logo.jpg" will be embedded in the email body and sent with the email.

Work flow ONLY - Send this thread attachment with email ...

When the email is sent, any workflow thread attachments that match the defined matching text will be added to the email as defined by this setting.  For example, if the matching text is set to .xls and this setting is set to send only the most recent matching attachment, then if any thread attachments contain .xls in the name, the most recent of those will be attached to the email and sent.

Only consider attachments that match the following

If sending or expecting to receive attachments via this email template, only send existing thread attachments whose names match the text defined.  The defined text does not have to match exactly - it must be contained anywhere within the attachment name to be considered a match.

If an attachment is expected in reply to this email, and if any returned attachments do not match the text defined, then a workflow error code will be set to indicate that an expected attachment was not received.

Leaving this field blank will allow all attachments to match.  This field also accepts general tags.

Message template

The body of the email.  This may be created in HTML and can contain tags and placeholders (which will be filled in with actual values at the time the email is created).