Accessing Mail Templates

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Accessing Mail Templates

The Mail Templates app can be accessed either from a SharePoint list or from within two other NITRO Studio apps: Email Manager and Custom Actions. Email Manager and Custom Actions use the same mail templates. The templates themselves are associated with a list and used in activity in that list, such as sending email from a list item or by pressing a button in the ribbon. Each SharePoint list would have its own set of mail templates since the templates use list columns as placeholders, which obviously vary from list to list.

 

To access Mail Templates from a SharePoint list, go to List Settings. Under the Communications heading there should be "Crow Canyon Mail Templates".

Here is an example from a list named "Tickets":

Mail template access from list

 

To access Mail Templates from Email Manager or Custom Actions, see below:

EMAIL MANAGER

Access mail template from Email manager

CUSTOM ACTIONS

When in a new Custom Action or  when editing one, the Send Mail action is the "New Action" drop list. The Mail Templates can be accessed from the Send Mail action.

 

 In Designer Custom Actions:

         In designer custom action

 In Legacy Custom Actions:

In legacy mail template

 Send Mail action:

Access amil template in send mail