Customizing email templates

Using the .htm template files, you can customize the email templates for:

  • Alerts that are generated by monitors.
  • Tasks and notifications that are generated by workflows.

This table shows the elements you can use in the template file:

Placeholders Replaced with
<_LOGO_IMAGE_> The logo image in the file logo.png from the same folder.
<_TENANT_ID_> The tenant name from where the email notification is sent.
<_ITEM_IMAGE_> The image of the activity, containing information about type, priority and status. One of the icon files that start with icn_alert.png, icn_task.png or icn_notification.png is used.
<_TYPE_TXT_> The activity type as text. Possible values: Alert, UserTask or Notification.
<_PRIORITY_TXT_> The activity priority as text. Possible values: Alert, High, Medium, Low, Notification.
<_ACTIVITY_ID_> The activity ID.
<_CREATED_TXT_> The creation time of the activity as text.

The time is displayed according to the user timezone setting from the Infor Ming.le User Profile. If this setting cannot be retrieved, the UTC time is displayed.

<_DUEDATE_TXT_>

The due date time of the activity if this was configured.

The time is displayed according to the user timezone setting from the Infor Ming.le User Profile. If this setting cannot be retrieved, the UTC time is displayed.

This placeholder is commented out by default in the email_template.htm file. To see the due date in all email notifications about alerts and tasks, remove the comments around the <tr> tag that contains this placeholder. Or create custom templates with this placeholder.

<_MESSAGE_TXT_> The message of the activity, in the default language.
<_URL_TO_INBOX_> A direct link to the alert, task, or notification from this email. Click the link to open the Infor Inbox application that is hosted in the Infor Ming.le portal.

The user must log in to Infor Ming.le and then can see the message details. If the message is open, the user can take actions. The message details are only accessible to Infor Ming.le users who have access to Infor Inbox and are in the distribution list of the message.

This placeholder is commented out by default in the email_template.htm file. To use this placeholder, remove the comments around the <td> tag that contains this placeholder. Alternatively, create custom templates with this placeholder.

To let the user take actions on alerts, tasks and notifications from email, append one of these parameters:

  • &action=Done
  • &customActionName
  • @customActionValue

See Email templates with actionable links.

<_HR_ITEM_DETAILS_> Horizontal bar separator to mark the beginning of Item Details section.
<_ITEM_DETAILS_HTML_> The activity details.
<_HR_NOTES_> Horizontal bar separator to mark the beginning of Notes section.
The notes added to this activity. Applies only to Alerts and Tasks. <_ITEM_NOTES_HTML_>
<_ITEM_CARRY_FORWARD_ NOTES_HTML_>

The notes that are added in the previous tasks of the same workflow. This placeholder can be used for:

  • Tasks that are created by a Workflow
  • Notifications that are created by a Workflow and which have the option to include notes from previous steps.
[workflow parameter name] The value of the workflow parameter name that is used in the placeholder. This applies to workflow parameters and structures. You can only use this type of placeholders for email templates for individual tasks or notifications.

The parameters that is used in the placeholders must be part of the task or notification content definition. The parameter names must match the names used in the workflow, using case-sensitive comparison.

If a parameter placeholder is not specified correctly, the [?] string is displayed.