- Email integrations
- Notifications and Following
- How to configure Outlook OAuth for Email Integration Plugin
- How to configure Google OAuth for Email Integration Plugin
- Inbound Email Integration via Plugin
- Why do I get “Not creating request” message in email plugin log?
- How to set up Inbound Email Integration
- Follow Entities
Email notifications in Targetprocess are flexible and can be customized. This article describes how to configure what details are included to the automatic email notifications.
It is possible to modify templates for notifications configured in Process Workflow settings and for some predefined system events as well. Templates that can be modified include:
|User Added||Sent when a user account is added to Targetprocess.|
|Attachment Created||Sent when an attachment is added to a particular entity.|
|Comment Created||Sent when a comment is added to an entity.|
|Entity Assigned||Sent when a user is assigned to a particular entity.|
|Entity Converted||Sent when an entity’s type has been changed through conversion.|
|Entity Created||Sent when an entity is added.|
|Entity State Changed||Sent when an entity changes state.|
|Forgot Password||Sent when a user requests a password reset from the login form.|
|Auto Reply to Requesters||Sent to requesters when their email requests are accepted. More details: How to setup auto reply to requesters|
More information on different kinds of email notifications can be found here: Notifications
Templates can be modified by Administrators only.
To customize your email templates, navigate to Settings → Email Notifications.
To modify a template, click on the desired template or event name on the left and adjust the template contents where they appear on the right. You can easily switch between edit and preview modes using the buttons just above the edit area. Preview mode provides instant feedback on your change. When you have completed your changes, click the Save Template button on the bottom.
Email notification templates are written using standard HTML markup with added templating markup to provide access to context information. For more information on the template markup tags that are available for use in email templates, refer to our Developers portal: Markup Guide.
Process-specific, Project-specific, and Entity-specific notifications
Email notification templates are set at the application level, and as a result, they cannot be customized on a per-project basis. However it is possible to develop a workaround for this limitation using IF-THEN-ELSE logical expressions embedded to the templates.
More information: Conditions
Should you require any help, you're welcome to request assistance from our Support Team.
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