Communication templates

You use the Communication Templates application to create and to manage templates that generate email messages about the status of workflow records.

When you create a communication template, you can specify the following information:

  • The business object that the template can be used for
  • The applications where the template can be used
  • The address that the email must be sent from
  • The address that replies must be sent to
  • The subject line of the message
  • The body of the message
  • One or more recipients of the message. You can send messages to roles, persons, person groups, and email addresses. You can specify whether each recipient must also receive a carbon copy (CC) or blind carbon copy (BCC) of the message.
  • Documents to include as attachments when the message is generated

You can use substitution variables when you create the subject line and the body of your message. The last memo substitution variable ensures that the last memo saved to the database displays in the list of memos. The current memo substitution variable ensures that the memo is available immediately. When an email is generated by using that template, it replaces the substitution variables from the template with the corresponding values from the record.

For complete information about the Communication Templates application, see the help for the Communication Templates application in the Knowledge Center for your product.