Actions On an Email Template

Figure 1. Email Template Actions.

After creating an email template, there will be an expandable row which shows following details about template.

• Template Name: Name of the email template.
• Notify Manager: It tells if the email will be sent to manager or not. Value of Notify Manager will be either a check or blank. If you checks Notify Manger Checkbox while creating template, there will be check, otherwise a blank.
• Lifecycle Events: It tells for which lifecycle events the respective template has been created.

• Used By: It tells the number of flows that are using the respective email template. On clicking it, you can see the fows using this template.

  

  Figure 2. Used by dialog box.

Rename a Template

You can rename an email template unless it is used in running or paused flows. This will update the template name for all its versions.

Figure 3. Renaming a template

Deleting a Template

You can delete a template only if it is not used by any flows otherwise, in dialog box delete button will remain disabled.

Figure 4. Deleting a template used in zero flow

Clone Template

This option creates a clone of the template. The clone is identical to the original template and can be edited to create a similar changes.

Edit a Template

When you will open a template, then it can be edited only if the template is not used in any flow. After editing, select Save to save that template and the updated template will be shown in the flow.

Figure 5. Editing a template used in zero flow

Figure 6. Save edited template used in zero flow