4.1 Creating a Template in Designer

  1. Open your project.

  2. In the Outline view, right-click Default Notification Collection > click New Template to display the Add Notification Template dialog box.

  3. In the Name field, type a name for the template.

  4. Make sure the Open the editor after creating a template option is selected, the click OK to create the template and display the template editor.

    A notification template

  5. In the Send As field, select whether to send the e-mail in HTML format or in text format.

  6. In the Subject field, type the text that you want users to see in the e-mail’s Subject line.

    You can use tokens in the Subject field. To do so, click where you want to insert the token, select the token from the Tokens list, then click Insert. For information about adding new tokens, see Section A.0, Tokens and Replacement Tags.

  7. In the Message box, type the message you want.

    • To format text, use the toolbar.

      The Notification Template toolbar

    • To insert HTML tags, place your cursor in the Message box at the location where you want to insert a tag, then press Ctrl+Spacebar or type < to display a list of HTML tags to choose from.

      HTML tags

    • To insert a token, place your cursor in the Message box at the location where you want to insert the token, select the token in the Tokens list, then click Insert. For information about adding new tokens, see Section A.0, Tokens and Replacement Tags.

    • To preview the message, click the Preview icon The Preview icon .

  8. Click OK to save the template.

  9. To deploy the template into your live system, right-click the template, click Live > Deploy.