Email Template Setup

This admin screen is used to add an email template when the user forwards/reverts/approves/rejects the credit application in the user panel. Email template content can be set for any actions such as forward, revert, approve etc. As an when a particular action is completed, an email gets generated as per the configuration done in Email templete setup.

View

After selecting the email template setup from the workflow module, the User lands on the screen where the user can view already added/existing email templates with the add email template button.

Users can view the below details of already added email templates:

• WF Email code
• WF Email key
• WF Email Name
• Status
• Actions (Edit and Delete)

Add

The user can click on the add email template button to add email templates. Users can enter details in the below fields and click on the save button. As the user saves, it is displayed on the view screen. If the user wants to cancel adding an email template, the user can click on cancel. The user views a pop-up saying “Are you sure you want to cancel. All unsaved data gets discarded” with a yes/no option.

Screen name	Field names	Description	Mandatory/non mandatory	Field type
Email Template Setup	Email Template Code	Code is auto generated by system. This code is currently a placeholder field, this can be used to link this record to matching record in any other third party or core system.	Mandatory	Auto populated
	Email Template Key	key is auto generated by system. This key is used to link this record to another record in other admin screens.	Mandatory	Auto populated
	Template Name	Name of the email template	Mandatory	Alpha Numeric
	Template Used for	To define the email template for which workflow action	Mandatory	Dropdown
	Messages	To define the content of the email to be sent for that email template	Mandatory	Text Box
	status	Status is to mention if this is active or inactive. If this is marked as inactive, then it will not appear on the respective screens.	Mandatory	Dropdown

Edit

The user can edit the details of already added email templates by clicking on the edit icon under the actions tab on the view page and saving the changes. Users can cancel the changes made by clicking on the cancel button. The user views a pop-up saying “Are you sure you want to cancel. All unsaved data gets discarded” with a yes/no option.

Delete

If the user wants to delete any email template, then the user can click on the delete icon under the actions tab. The user views a pop-up for confirmation “Are you sure you want to delete it?” with a yes/no option/ User can choose to clock on yes and delete it.

Prerequisites Configuration

Prerequisite of this screen	Screen name	Reflection in the user panel	Reflection in the admin panel
No prerequisite screen to be created	Email Template	This is used in admin panel	Workflow - workflow engine