For a template, you can use placeholders in the text. A placeholder defines a variable that is filled with an actual value when an email is created.

If on creation of an email, a placeholder variable is not filled, the placeholder is not shown in the email.


Standard procedure

1. Click Action and document management design.
2. Click Templates.
3. In the templates list, find and select the desired record.
4. You can create placeholders based on the placeholders as defined in the template text: %value%.
  Click Update from template.
 

Note: - You can also create a placeholder that is not yet used in the template text. To do so, click new and fill in the Placeholder field. Start and end the placeholder with a %.
- If you update placeholders from the template, automatically the %SUBJECT% placeholder is added. The value of this placeholder is used as the subject of an email.

5. Click Yes.
6. In the Placeholders list, find and select the desired record.
7. You can define a default value to be used as value for the placeholder.
  In the Default value field, type a value.
8. Close the page.

Notes

You can also define a condition to be met for a placeholder to be used. You can use these fields to define the condition:

  • Data source
  • Field
  • Operator
  • Value fields
If you define a condition, always define the Default value. This is the value that is used if the condition is not met.

Related to Notes

Set up templates

 

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