Overview
Assigning email templates to approvals allows you to link specific E-mail templates to existing approval.
In this section
| Table of Contents | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Triggering the Add E-mail Template Action
Click on Action Menu button.
Select Add Email Template action.
Add E-mail Template
There are 3 types of E-mail Templates that you need to assign:
Request Email Templates (Approval Request).
Approve Transition.
Decline Transition.
| Note |
|---|
Note: There are 2 types of email format available: HTML (format provided) and Free text body (plain text). |
. |
Configure Approval Request E-mail:
Define the email template sent to approvers when a new issue create.
Configure Approve Transition E-mail:
Customize the email template sent to stakeholders when an approval is granted and the request moves forward.
Configure Decline Transition E-mail:
Set up the email template sent to inform relevant parties when an approval is declined.
