pp108 : Creating an E-mail Model

Creating an E-mail Model
This topic describes the procedure to create an e-mail model.

E-mail Models are used to personalize e-mail messages and sent to the user's e-mail addresses. The E-mail model has a rich text editor that can be used to configure the e-mail messages. It provides the ability to:

  • format the text through flexible font styles, sizes, bold facing, color schemes
  • embed tables
  • indent and align text
  • drag-and-drop message data from the messages and so on.

Based on the need, E-mail models can be created in the following ways:

Option

Action

Create a static E-mail model

The standard E-mail Model editor enables a user to model e-mail messages with static e-mail content. If there is no input source (XML Schema or User Interface) defined for an E-mail Model, it is considered as a static e-mail model.
To create an E-mail Model on XML Schema document, select a starting point and click to open and work with the E-mail Model editor.

Create an E-mail Model based on an XML Schema Document

When an XML Schema document is used to create the E-mail Model, it will serve as input source of data. The schema content can be used in any of the E-mail Model components to generate dynamic e-mail content.
This E-mail Model enables the users to generate a Web Service on it and the XML Schema will be the input parameter for the Web Service. The input schema will also contain parameters to configure To, CC, BCC, and Sender address details. These parameters must be filled in before triggering the Web Service.
To create an E-mail Model based on an XML Schema document, do the following:

  1. Select a starting point and click to open the E-mail Model editor.
  2. Select the XML Schema Fragment from the Message tab in the editor as the input source.
  3. Refer to working with E-mail Model editor, for more information on using the E-mail Model editor.
  4. You can generate a Web service on this E-mail Model.

Create an E-mail Model on a User Interface document

You can personalize and model the e-mail message on User Interface document (Tasks). The input message of the task will be the input source of data while modeling the e-mail message. When the Business process models are executed, the tasks are delivered to the target users. If the users have configured the preference to receive tasks to their e-mail address, the e-mail model created on User Interface will be delivered.
E-mail Model on a User Interface can be created using Delivery Model. These e-mail models can now be selected from the Workflow Model tab, while setting the properties of an activity in a Business Process. On processing the activity, the task is sent to the user's email as per the created email model.
To create an E-mail Model based on a User Interface, click the E-mail Model tab in the Delivery Model and do the following in the E-mail Model editor.

Note:
Process Platform provides an option of localizing your e-mail models. For more information on the procedure to localize e-mail models, refer to Localizing E-mail Models