Configuring Email Templates for Custom Objects
The easiest way to create your own custom template is to clone one of the email templates provided in the unmanaged Conga samples package and edit it. 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 Conga Approvals 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've configured yourself. Also note that Opportunity Product provides templates for further customization.
You must specify the email templates in the approval process and in the Approvals Custom Config custom setting.
As this package is unmanaged, it cannot be upgraded. If you want to move to the newest version, you must uninstall the existing package and then install the new package. It is recommended you uninstall the samples package after you have created your custom templates and pages.
The Conga Approvals package contains email templates, components, Visualforce pages and Apex controllers which can help you build you templates and approval summary pages for custom context objects.
The samples in the package should not be used as-is and are only to be used in the development of your own bespoke templates and pages, and should not be installed 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 are generic email notification templates that can be used for approvals on any standard or custom objects without any change. However, these notification templates can be customized as needed. Clone these templates if you want to customize your own template.
|
Sample |
Component Type |
Description |
|---|---|---|
|
Conga My Approvals Notification (Assignment) |
Visualforce Email Template |
This template is used to notify users they must decide on an approval request. |
|
Conga My Approvals Notification (Reassignment) |
Visualforce Email Template |
This template is used to notify users that an approval request task initially assigned to them has been reassigned to someone else. |
|
Conga My Approvals Notification (Escalation) |
Visualforce Email Template |
This template is used for auto-escalation. Configuration is required to activate this feature. |
|
Conga My Approvals Notification (Cancellation) |
Visualforce Email Template |
This template is used to notify users that an approval request has been canceled. |
|
Conga My Approvals Notification (Notify Only) |
Visualforce Email Template |
This template is used to notify users only. |
