Adding a new Email Template

  1. Select a Site

  2. Click App Name on site menu

  3. Click “Settings” button located on top right corner page

  4. Click “Notification Settings” link in left hand menu

  5. Click “New Notification” button located on top right corner of page

  6. Following is the details of each field:

    1. Title

    2. From: From address to be used in the notification

    3. To

    4. CC

    5. Email Subject: Subject line of the notification

    6. Live Updates Subject: Subject line to be used in Recent Updates

    7. Notify When: Select the event for which the the email notification will be used

    8. Status: Determines whether the email notification is active/inactive

    9. Body: Email body

  7. You can insert following macros Body, Subject, and Live Updates Subject. Note that macros should be surrounded by curly brackets. The macros will be replaced with appropriate values by system at run time.

    Portal Name


    Portal Owner


    Portal Location


    Site Name


    Site Owner


    Site Location


    Application Name


    Application Owner


    Application Path


    Application Location


    Record Title


    Record Owner


    Record Details


    Record Location




    Action User


    Update Field


    Logged In User


    Last Comment






  8. Click “Save” button

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