Creating an E-Mail Template

Steps:

1. Hello, my name is John, and today we are discussing customizing  applications using Application Composer.

   Step 1

2. In this demo, I will show you how to create an e-mail template for sending e-mail notifications from a workflow.

   Step 2

3. This is the fourth in a series of demos that shows you how to create a workflow to update fields, create tasks, and send e-mails.

   Step 3

4. Before we create the e-mail template, we make sure we have the correct application selected.

   Step 4

5. Note that although we have a sandbox session active, e-mail templates are not created in the sandbox. They are available in the application as soon as you create them.

   Step 5

6. Let's get started by selecting the E-Mail Templates link.

   Click the E-Mail Templates link.

   Step 6

7. Let's create the template.

   Click the Create button.

   Step 7

8. We are creating the template to remind the opportunity sales team to contact the customer, so we select Opportunity as the object.

    

   Click the Object list.

   Step 8

9. Click the Opportunity list item.

   Step 9

10. We enter a name that will help us identify the template in the workflow

     

    Enter the desired information into the Name field. Enter

     a valid value
     e.g.
     "Budget Available Date Update"
    .
    Step 10

11. Let's enter the e-mail subject. We will insert a variable for the customer name.

     

    Click in the E-Mail Subject field.

    Step 11

12. Enter the desired information into the E-Mail Subject field. Enter

     a valid value
     e.g.
     "Opportunity customer budget available date has changed"
    .
    Step 12

13. Let's insert the opportunity name.

     

    Click in the E-Mail Subject field.

    Step 13

14. Click the button to the right of the Select field.

    Step 14

15. I can press the "o" key on my keyboard to speed up the search.

     

    Press [O].

    Step 15

16. Click the Opportunity Name list item.

    Step 16

17. Click the Insert button.

    Step 17

18. Enter the desired information into the E-Mail Subject field. Enter

     a valid value
     e.g.
     " "
    .
    Step 18

19. Now let's enter the e-mail message body.

    Click in the E-Mail Body field.

    Step 19

20. Click the Insert list.

    Step 20

21. Click the Customer list item.

    Step 21

22. Click the Insert button.

    Step 22

23. I have the rest on the clipboard, so I'll paste it in.

     

    Press [Ctrl+V].

    Step 23

24. Let's save and we are done.

     

    Click the Save button.

    Step 24

25. In this demo, you learned to create an e-mail template that you can use to send e-mail notifications from a workflow in Application Composer.

    You can find additional learning resources in your Oracle Fusion Help application, as well as in the Oracle Learning Library, and at Oracle University. Thank you.

    Step 25

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