Email templates

You can apply system generated email templates to send to responsible parties when events and tasks are assigned, overdue, or reversed, and to send reminders of upcoming events and tasks before they are due.

The system-generated emails leverage predefined templates that are configurable by module administrators.

Template Description

  • Assigned event

  • Assigned task

 Emails are sent to responsible parties when you assign a task or event.

  • Overdue event

  • Overdue Event workflow step

  • Overdue task.

 Emails are sent to responsible parties when their assigned event, task, or workflow step has passed its due date.

  • Reminder of upcoming event

  • Reminder of upcoming task

Emails are sent to responsible parties prior to the event or task due dates.

  • Reversed Event Workflow Notification

Emails are sent to responsible parties when a workflow is reversed back to a step already completed by the responsible party.

You can edit the following items in the email templates:

  • Template name.

  • The body of the email, including the font.

  • Change the email language.

  • Add variables so that users can enter information such as reporter names or event titles into emails. To add a variable, type @, and then select an option from the drop-down list.

  • Click the Restore default template button to restore a template to its original state.

Click the Restore default template button to restore a template to its original state.

Assigned, overdue, and reversed event workflow templates

When building your template, you can use Email templates in the following form questions:

  • Button

  • Form Button

  • Form Flows

  • Number

  • People picker

  • Text questions

Question types that support email notifications can be configured by selecting the question and expanding the Email option on the question property panel.

Reminder of upcoming event and upcoming task

The feature can be enabled on a template-by-template basis when creating a new form or in existing templates.

When creating a new form, select Enable reminder notifications, and then enter the number of days of the reminder prior to the due date.

For existing templates, you can enable the feature in template properties, under Options. Select Enable reminder notifications, and then enter the number of days prior to the due date.

The default reminder notification is 7 days, and the maximum number of days allowed is 99. You will not receive a reminder when the number of notification days is past the due date.

Considerations

You must have Level 3 – Account Admin permissions in InEight Platform or a Compliance or Completions role with the applicable permissions.

Steps

To navigate to Email templates, see steps to access organization level settings in Settings overview.