View source for Exercise 07: Customizing Email and Document Templates

==Introduction==
===Email Templates and Template Variables - Overview===

:* Use Email Templates to email custom messages on a specific Object record
:* You can use Template Variables (availability depends on template type) to be replaced with:
:** Record data
:** Related Record data (if exist)
:** User data
:** Company Information
:** Date/Time
:** Comments and Notes 
:** Global custom data (Custom Template Variables)
:* Template Variables can be selected, copied and pasted from the Template Variable Tool at the top of the Email Template editor
[[File:Available_Template_Fields.png|600px]]

===Setting up Email Templates===
Provide:
:* Template Name
:* Type
:** Determines where this Template can be used and which Template Variables are available
:* From Name
:* From Email Address
:* Subject
:* Message (see later)
:* Attachments (optional)
:** One or more of the Document Templates created for your data (see later)
[[File:Email_Template_Basic_Information.png|800px]]

===Email Templates – Compose the Email Message===
:* Build an Email message in one of the following ways:
:** HTML WYSIWYG Editor
:** Raw HTML Text Editor
:*** Paste HTML copied from another HTML editor or another source
:** Plain Text
:*** Paste or create a plain text email message
:* Tip: Don’t switch editors for an existing template
:** Formatting typically gets lost
[[File:Compose_Email_Window.png|500px]]

===Template Variable Tool===
:* Use the Template Variable Tool to graphically get the syntax for a selected variable in a given context
:* Tool available when building:
:** Email Templates
:** Document Templates
:** Formula expression in:
:*** Custom Form Actions
:*** Rules and Rule Sets
:*** Web Tabs
(Syntax differs in different contexts)
[[File:Available_Template_Fields_Short.png|600px]]

===Document Templates===
:* Use Document Templates to create prefilled forms, invoices, contracts, and other types of documents using data stored in a record of a specific Object
:* Document Templates may also use Template Variables
:* Can use a JSP/HTML Page  hosted on AgileApps platform OR Can be created using an external document of type:
:** MS Word
:** MS PowerPoint
:** HTML 
:** JSP Page
:** Compound, composed of multiple parts
:* You can:
:** Attach a Document Template to an Email Template
:** Add a document as an attachment to an Object record

===Create a Document Template using an External Document===
# Create a document of type Word, PowerPoint, or HTML on your local computer that includes all of the hard coded text and images
#:* While creating the document, make note of the object data you want to add
# Create a new Document Template for your Object in AgileApps 
#:* Use the Template Variable Tool to get the names of variables you need 
#:* Use the Reports Tool to get the identifiers for the charts you require
# Add Template Variables and images depending on the type of external document to the document created above
# Provide Document Template information: 
#:* Template Title
#:* The Document Template name 
#:* Description 
#:* Ready to Use  - {Yes | No} 
#:* Type:	
#:** File - to browse and upload an external HTML, Word, or PowerPoint file	
#:** Page - to use a JSP/HTML Page stored in the platform
# Optionally, use the Apache Velocity scripting language to build logic into the template

==Exercise==
This exercise has two parts:
:* In Part 1, [[Part 1: Customizing an Email Template|you customize the Email Template you created in Exercise 5.]]
:* In Part 2, [[Part 2: Creating a Document Template|you create a Document Template and add it to the Email Template defined in Part 1.]]

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