pp108 : Working with E-mail Model Editor

Working with E-mail Model Editor

This topic describes the procedure to work with the e-mail model editor.

The following procedure describes the creation of an E-mail Model

  1. Type the Name and Description of the email model in the respective fields.
  2. Type the subject of the email in the Subject field, which will be displayed to the users when they receive mails to their email ID.
  3. Select the message format, HTML or Text
    • Select HTML format, if you want to customize the layout and have a graphical view of the message.
    • Select Text format, if you want a plain view of the message. Based on the message format selected, the corresponding editor appears.
  4. Do one of the following:
    • If the message format is HTML, a layout editor is displayed in the Email Model pane below. Do the following:
      1. Select the layout type from the Select Layout list box on the Email Modelpane.

        Attention

        • By default, Process Platform provides four types of layouts. Layouts describe the way the email is modeled, for example the placement of the logo on the page, the placement of the link and so on.
        • You can select one of the default layouts or select the layout type that you defined earlier. In order to access these layout types from the Select Layout list box, the XSLT of these layout types must be stored in the following location in the XML Store: /Cordys/notification/emailmodels/xslt/.
      2. Click next to Set Style field, select the required styles from the Style Sheet Editor, and click OK.
      3. Type the path of the logo in the Logo Pathtext box.

        Note:
        You can provide both the absolute path as well as relative path of the logo. The relative path should have the URL prefix provided while configuring the notification processor.

      4. Compose the email using the attributes in the Model Components and the Message panes as follows:
        • Click the required attribute in Model Components attribute, for example, Header. A Header editor is displayed on the right. Make the required modifications in the editor For more information on the various model components of the email modeler, such as Header, Greetings and so on, refer to E-mail Modeler Properties .
        • Expand the application data and message metadata elements in the Message group box and drag the required attributes that you want to display as in the mail, from the XML Structure to the layout editor.
      5. If required, click Edit Model Source to view the XML of the model components, make the necessary changes to the XML, and click Preview button to view the changes.

        Caution
        You cannot modify or delete the names of the elements that are displayed in the XML. For example: You cannot change or delete the names of the elements, like Header, Greetings, and so on.

    • If the message format selected is Text, type the required message in the text box. To use the XML elements from the model tree structure of the message data, drag them to the text box.
  5. Click on the toolbar.

Email Model is created.

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 e-mail as per the created e-mail model.
The created e-mail models are saved along with the Delivery model in the Workspace Documents (Explorer). To make further changes to the e-mail model, open the corresponding delivery model, access the e-mail model tab, and modify it as per the requirement.