Download page Configuring Email Templates.
Configuring Email Templates
The easiest way to create your own custom template is to clone one of the email templates provided in the unmanaged Approvals Management 7.0 (Customization Samples) package and then edit it. After that has been done you can then override the default email templates for all of your approval processes using APTS_ApprovalConfig or on an ad-hoc basis for specific approval requests.
The Approvals Management 7.0 (Customization Samples) package provides email template examples for currently supported objects, as well as for Salesforce Cases, which can subsequently be used as the basis for creating email templates for custom objects you have configured yourself. Also note that Opportunity Product is also used to provide templates for further customization.
For Approvals Management 7.0 (Customization Samples) package link, please contact Conga Technical Support.
You must specify the email templates in the Approval Process and in the Approvals Custom Config custom setting.
As well as providing samples for templates and the summary page, the pages that are used to provide approval functionality on the custom object record page are also included.
As this package is unmanaged, it cannot be upgraded. To move to the newest version, uninstall the existing package and install the new package. Uninstall the samples package after you have created your custom templates and pages.
Owing to Salesforce limitations, a queue email address cannot be used for notifications. If the queue's "Send Email to Members" box is unchecked, the current user's email (not the queue email address) is used for notifications.
Installing the Approvals Management 7.0 (Customization Samples) Package
The Approvals Management 7.0 (Customization Samples) package contains email templates, components, Visualforce pages and Apex controllers which can help you build your templates and approval summary pages for custom context objects.
The samples contained in the package should not be used as-is. They are only for developing your own custom templates and pages. Do not install them in production.
Configuring Email Templates
For a process with header and child process steps, use the Conga Approval email templates. Notification templates are used to create the notifications sent to approvers to alert them to pending approvals and to allow them to approve or decline a request without logging in to Salesforce.
The following approval email notification templates are available as a part of the standard Approvals Management package. These generic email notification templates can be used without any changes for approvals on any standard or custom objects. However, these notification templates can be customized. Clone these templates to customize your own template.
To view the quote header name in the My Approvals page, change your existing process definitions or custom config settings to use the new templates provided with this release. If you have already customized an email template to use with CPQ cart approvals, you must include the MyCartApprovalsEmail class inside your custom Visualforce template to launch the My Approvals page that shows the quote ID and name fields.
|My Approvals Notification (Assignment)||Use this template to notify users they must decide on an approval request.|
|My Approvals Notification (Reassignment)||Use this template to notify users that an approval request task initially assigned to them has been reassigned to someone else.|
|My Approvals Notification (Escalation)||Use this template for auto-escalation. Configuration is required to activate this feature.|
|My Approvals Notification (Cancellation)||Use this template to notify users that an approval request has been cancelled.|
|My Approvals Notification (Notify Only)||Use this template to notify users only.|
|My Approvals Notification (Reminder)||Use this template to define automatic reminders of approvals awaiting action.|