Templates are being used for sending emails and for notifying users using built-in Workflow capabilities (Send Template Notification type of step). Templates need to be configured separately and then during workflow setup a specific template can be used to send notifications.

To setup a template, navigate to Scalaxi Studio → Application → Template section.

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Add Template

To add a new Template, press the Add button, then set the desired template name, and press Save.

You will see a template editor like shown below.

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Remove Template

To remove a template navigate to Scalaxi Studio → Application → Template section, then press a ‘X’ button and confirm that you want to remove a template.

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Configuring Templates Layout & Content

Scalaxi Platform uses DevExpess Report Designer for building templates that can be used to either send notifications using workflow step SendTemplatedNotifications or create documents using dataflow step RenderTemplate.

Once you’ve created a new template, you will see window open like shown below.

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On the left, you will see all the properties you’ve defined for your template. This properties will be used to map your workflow’s or dataflow’s properties to your template properties during setup of Send Templated Notification, or Render Template steps. You can read more about setting up properties below in Editing Template - Setup the Object Model section.

On the right, you will see your template layout and current setup. On a high level, what you need to do is to add and position visual elements (e.g. text blocks, pictures, etc.) of your template using vertical menu to the left of your template, and then configure each element, as necessary, to contain references to your template properties.