In the Content step, you provide a Subject and Body – the email message. You can insert information using replacement fields from the See Replace Fields link.
To configure the content of the email:
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In Subject, provide the subject of the email to be generated.
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In Body, provide the email message.
Body uses a rich text editor and supports font styling, embedded images, hyperlinks, lists, and tables. For best results, we recommend embedding .jpg or .jpeg images. If you are using Generative AI Tool for creating body text, please also refer to Using Generative AI to Create Email Template Body Text.
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To use field replacement, click See Replace Fields.
You can paste items in Subject and Body as applicable. See Replacement Fields.
Field replacement includes:
- Any active fields on the triggering dataform
- The active fields from the tabbed dataforms related to the triggering form (any child forms of the parent dataform)
- When you select Task as the Triggering Form in Step 1 Initial, Task fields are available for field replacement
- The active fields from the related Organization and Org Other Info
- Any fields returned by the Server Data Procs related to the triggering dataform
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Click Next to proceed to Step 3: Addresses.