Workflows often use predefined templates for emails, notes, tickets, and notifications that require formatted text. These templates are created in the Templates tab. They are documents in plain text or HTML format that can include iService variables for displaying values from your contact and interaction properties. Templates may include any of the $value parameters for displaying details about contacts or interactions. They may also contain any valid HTML markup and most iService form commands (like $if). Similar to other settings pages, the Templates page includes a list of all templates configured in your workflow.
The Templates List
The Workflow templates list
All of your templates will be listed at the top of the Templates page.
1 - The name of your template is specified within the action that uses it. These actions can be in a submit or answer panel.
2 - Since your template might be used in multiple locations, the exact path to the location where it is referenced is displayed here. The format of the location is as follows:
Example:
Answer panel for questions with tag "job" when in topic "Homeowner Jobs" - Tab "Scheduling Actions" - Button "Email Notice" - notification
Answer panel for questions with tag "job" when in topic "Homeowner Jobs" - This is the name of the panel that contains a reference to the template.
- Tab "Scheduling Actions" - Within the panel, look inside the Tab Group named Scheduling Actions.
- Button "Email Notice" - Within the Scheduling Actions button group, there is a button using the label Email Notice.
- notification - The Email Notice button includes a Notification action that uses this template.
