There are 2 different types of message templates, i.e., plain text and HTML. These email templates can include text and field values.
Follow the steps below to create a new plain text message for In-App and SMS notification.
- On Setting Homepage, click on Message Template menu to navigate to Message Template page.
- Click New Message, you will be directed to the New Message page.
![](/help-center/theme/images/froalaeditor/d1f7a16d.jpg)
- Enter the template name and the message details.
- Click Save.
![](/help-center/theme/images/froalaeditor/259cd491.jpg)
Follow the steps below to create HTML message for email notification.
- On Setting Homepage, click on Message Template menu to navigate to Message Template page.
- Click New HTML Message, you will be directed to the New Message page.
![](/help-center/theme/images/froalaeditor/6cf7f1c9.jpg)
- Enter the template name and the message details.
- Click Save.
![](/help-center/theme/images/froalaeditor/0fdf450a.jpg)
Tips: You also can set your email template to include the table of related list.
For example, Quotation email that includes the table of product line items list.
<table id="table97281" style="border: 1px,solid black;width:100%;border-collapse: collapse;">
<thead><tr> <td style="border: 1px solid black;text-align: center;font-weight: bold;">No. </td> <td style="border: 1px solid black;text-align: center;font-weight: bold;">Product </td> <td style="border: 1px solid black;text-align: center;font-weight: bold;">Unit Price </td> <td style="border: 1px solid black;text-align: center;font-weight: bold;"> Quantity </td> <td style="border: 1px solid black;text-align: center;font-weight: bold;">Discount </td> <td style="border: 1px solid black;text-align: center;font-weight: bold;">Total Amount </td></tr> </thead> <tbody>${For i=Object.ProductLineItem.Count}<tr> <td style="border: 1px solid black;">${Object.ProductLineItem[i].No}</td> <td style="border: 1px solid black;">${Object. ProductLineItem[i].ProductName}</td> <td style="border: 1px solid black;">${Object. ProductLineItem[i].UnitPrice}</td> <td style="border: 1px solid black;">${Object. ProductLineItem[i].Quantity}</td> <td style="border: 1px solid black;">${Object. ProductLineItem[i].Discount}<br></td> <td style="border: 1px solid black;">${Object. ProductLineItem[i].TotalAmount}</td>
</tr>${EndFor}</tbody></table> |
Last modified on Apr 10, 2018