to the right of the template in the Copy
column. In this topic Hide
This page is used by administrators to set up and manage the email templates used in eForm workflows.
Workflows are designed in the RME Designer > Workflow Designer. A workflow can be designed to automatically send emails in specific states. For details, refer to the RME eForms Administrators Guide, Manage email templates, and the RME Workflow Designer User Guide.
Each email template is linked to a group within a particular domain.
Reporting is not available for this area so the Reports button does not display on the toolbar.
Menu path: RME > System > eForm Email Templates
From the RME menu, select System > eForm Email Templates. A list of all templates for the first available eForm domain and group is displayed by default.
• To see templates for a different domain, in the Domain field, choose another from the dropdown.
• To see templates for a different group, in the Template Group field, choose another from the dropdown. The template group determines where and how the template will be used by the system.
Result: All email templates for the selected domain and template group display in a grid. Select the Open icon in the grid next to the template you want to view. The template details will display in the same browser tab.
To search for a specific template, enter search criteria in the search field at the top of the Name or Description column, or choose an option in the Current? column. You can only search by one column at a time.See: Create an eForm email template
1. View the email template as explained above.
2. Make your changes. For field information, see Create an email template.
3. In the toolbar, click Save. To go back to the previous page, click it in the breadcrumb trail or use your browser Back button.
You can only copy email templates within the same eForm domain and type.
1. View the email template as explained above.
2. In the grid
listing email templates, click the Copy
icon to the right of the template in the Copy
column.
3. All details will be copied to the new template record. The name of the template will be ‘Copy of [original template name]'.
4. Make any changes. For field information, see Create an email template.
5. In the toolbar, click Save. To go back to the previous page, click it in the breadcrumb trail or use your browser Back button.
1. View the email template as explained above.
2. To make an
email active so that it can be selected and used, click the Is
Current checkbox.
To deactivate it so that it can no longer be selected by users, click the
Is Current
checkbox to untick it.
3. In the toolbar, click Save. To go back to the previous page, click it in the breadcrumb trail or use your browser Back button.
1. View the email template as explained above.
2. In the grid
listing email templates, click the Delete
icon 
to the right of the template in the Delete
column.
You
cannot delete an eForm email template that is linked to a workflow. This
is to prevent the workflow activity from becoming invalid. As an alternative,
you can mark an email template as non-current (Current?
= No). Non-current email
templates remain visible in the workflows where they have been included
but they will not be available for new workflows.
In addition to access to the eForm domain, users must also be given permissions for specific actions in the eForm Email Templates Page View (ADM020M), as follows:
| WHAT THE USER CAN DO | FULL ACCESS |
CREATE-EDIT ONLY |
EDIT-ONLY |
READ-ONLY |
View email templates |
Yes |
Yes |
Yes |
Yes |
Create new email templates |
Yes |
Yes |
No |
No |
Edit email templates |
Yes |
Yes |
Yes |
No |
Copy an email template |
Yes |
Yes |
No |
No |
Delete an email template, provided it is not in use |
Yes |
No |
No |
No |
Product Key: Modules - Core, and the relevant eForm domain
Page ID: ADM020MS.htm