Email template functionality in P6

Hi Experts,
Do we have any email template functionality in P6,if yes how and where ?
1. Option 1 : Send email from project workbench(activity) with logo – Manual process
2. Option 2 : Send email with the required content thru BI Publisher.
Thanks and Regards,
Aditya

I am trying to email the activity/task detail to assigned engineer or project status to PM with an email template with company logo.

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If/Then Logic in Email Templates (CRM 2015)

Is it possible to use If/Then logic in an email template, so that we can display certain portions of the email template, based on data from the Account record?
If not within CRM, is there an ISV product that performs this function?

Hi Talina,
Functionally, how are these e-mails sent at the moment?
You could achieve this by creating a workflow with your logic, and depending on the If's/Else's, create an e-mail message with the intended templates - then include the info you pretend on these templates.
The workflow would have to run on-demand or triggered by an event on the entities.

Custom Alert Email Templates Issue - List Alerts emails not using customized XML alert template

I have recently customized the XML alerts template (AlertTemplates.xml) for our site collection in SharePoint 2010 to exclude specific fields in the email when users who have subscribed to a list using the "Alert Me" feature. I
have renamed the custom alerts XML file and loaded the custom template in the following directory (%ProgramFiles%\Common Files\Microsoft Shared\Web server extensions\14\TEMPLATE\XML) and
restarted IIS. Once users subscribe to the alerts using the list using the "alert me" function they received the customized email as intended.
We needed to auto-subscribe users to the email alerts so what I did was used a powershell script to add users to the alert subscriptions using the script shown in below:
Import-Csv D:\Temp\filename.csv | ForEach-Object{
$webUrl=$_.WebUrl
$listTitle=$_.List
$alertTitle=$_.AlertTitle
$subscribedUser=$_.SubscribedUser
$alertType=$_.AlertType
$deliveryChannel=$_.DeliveryChannel
$eventType=$_.EventType
$frequency=$_.Frequency
$oldAlertID=$_.ID
$web=Get-SPWeb $webUrl
$testAlert = $web.Alerts | WHERE { $_.ID -eq $oldAlertID }
IF ($testAlert) {
$web.Alerts.Delete([GUID]$oldAlertID)
Write-Host Old alert $oldAlertID deleted. -Foregroundcolor Cyan
$list=$web.Lists.TryGetList($listTitle)
$user = $web.EnsureUser($subscribedUser)
$newAlert = $user.Alerts.Add()
$newAlert.Title = $alertTitle
$newAlert.AlertType=[Microsoft.SharePoint.SPAlertType]::$alertType
$newAlert.List = $list
$newAlert.DeliveryChannels = [Microsoft.SharePoint.SPAlertDeliveryChannels]::$deliveryChannel
$newAlert.EventType = [Microsoft.SharePoint.SPEventType]::$eventType
$newAlert.AlertFrequency = [Microsoft.SharePoint.SPAlertFrequency]::$frequency
if($frequency -ne "Immediate"){
$AlertTime=$_.AlertTime
$newAlert.AlertTime=$AlertTime
$newAlert.Update()
Write-Host Created $newAlert.Title for $subscribedUser . -Foregroundcolor Cyan
} ELSE {
Write-Host Alert $alertTitle for $subscribedUser already done. Moving on. -Foregroundcolor Magenta
When I ran the script and added the users and restarted the service, all users who were auto-subscribed via this method would get the email without the customizations that were done in the custom template. All users who manually subscribed to the list
using the "Alert Me" function would get the customized email.
Does anyone know why users who manually subscribe would get the custom email alert and why users who were auto-subscribed using the powershell script do not get the custom email alert?

Hi ,
According to your description, my understanding is that users who were auto-subscribed using the PowerShell script do not get the custom email alert.
For your issue, it can be caused by the auto-subscribed alert email which is generated by PowerShell script is using OOTB alert template. You can add the following script into your script for setting
the alerts’ alert email template:
$contentService = [Microsoft.SharePoint.Administration.SPWebService]::ContentService
$AlertsTemplateCollection =new-object Microsoft.SharePoint.SPAlertTemplateCollection($contentService)
$newAlert.AlertTemplate = $AlertsTemplateCollection["YOUR_UNIQUE_TEMPLATE_NAME_VALUE"]
Reference:
http://sadomovalex.blogspot.com/2012/03/one-problem-with-updating-alert.html
Thanks,
Eric
Forum Support
Please remember to mark the replies as answers if they help and unmark them if they provide no help. If you have feedback for TechNet Subscriber Support,
contact [email protected]
Eric Tao
TechNet Community Support

Email templates using data from iWork Numbers spreadsheet

As a photographer, when I get a call from a client to book a shoot, my first step is to open my bookings spreadsheet in Apple's Numbers and input the client's info into pre-determined columns: name, phone number, job date, job scheduled arrival time, job address, job city, travel distance, details regarding the shoot, and then I have a list of columns that specify costs (cost for work, taxes, travel, etc--automatically calculated via functions in spreadsheet).
Immediately after I insert this information into the bookings spreadsheet, I open another file (a text file)--a text template I created to confirm bookings--and fill in the blanks using the information from the spreadsheet. Once that info has been filled out, I copy and paste the entire text file into an an email and email it to the client for his confirmation/records. The email template text (txt) file I use is included below.
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Hi clientnamehere
It was nice chatting with you. And thanks again for choosing us for your photography needs.
For your convenience, I've outlined the details of your booking below. Please ensure everything looks OK:
_Order Confirmation_
As discussed, we've booked the following services:
- [deletethose_that_don't_apply_incl_thisnote]
- real estate photos
- upscaling photos
- virtual tour
- hd video tour
- customizable slideshow
- floor plans
- brochure design, print, & delivery
- virtual staging
- photoshop touchups
For the following location:
- property_address, city, postal_code
On the following date and time:
- month_date at time
Note: If any of the above is incorrect in anyway, please email us asap.
concision edit
Message was edited by: thebigother

Let's begin with your first question:
I've tried to change the "Template.txt" file into an rtf so that I can apply bolding and underlining to certain sections (ie, bolding to the entries like client_name, job_date, etc... and underlining to the "Steps"), and I changed the script from Template.txt to Template.rtf to reflect this change... but when I run a script I get a bug... is there any way to use an rtf file in place of the txt?
The following script should work with an RTF file, provided you don't mind using [GUI Scripting|http://www.macosxautomation.com/applescript/uiscripting/index.html] (in blue below). Before running the script, you will have to enable the Accessibility Frameworks by clicking the checkbox labeled "Enable access for assistive devices" in the Universal Access System Preference pane.
*set theTemplate to POSIX file (POSIX path of (path to desktop) & "Template.rtf")*
*tell application "Numbers"*
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*      set theValues to value of cells of row 1 of selection range*
*   end tell*
*end tell*
*tell application "TextEdit"*
*   open theTemplate*
*   set theText to text of front document*
*end tell*
*set theText to replace("clientnamehere", item 1 of theValues, theText)*
*set theText to replace("property_address", item 2 of theValues, theText)*
*set theText to replace("city", item 3 of theValues, theText)*
*set theText to replace("postal_code", item 4 of theValues, theText)*
*set theText to replace("month_date", item 5 of theValues, theText)*
*set theText to replace("at time", "at " & item 6 of theValues, theText)*
*tell application "TextEdit"*
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*      keystroke "c" using command down* -- “Copy”
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*   close front document without saving*
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*tell application "Mail"*
   activate
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*   tell application "System Events"*
*      keystroke tab & tab & tab & tab & tab* -- five 5 text fields at most
*      delay 0.25* -- adjust if necessary
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*   end tell*
*end tell*
*on replace(X, Y, theText)*
*   set P to offset of X in theText*
*   set L to length of X*
*   tell front document of application "TextEdit"*
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*      set character P to Y*
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Dreamweaver template function

I'm working on a site as a favor. I never worked with the
template function, and just started playing with it. I made a
template of the site www.negmsc.com. Then, when I create another
page based off of that template, it looks fine in Dreamweaver but
when I do a preview in IE, it seems like it's missing a .css file.
Any ideas?

That file is not the child page of a DW template.
Murray --- ICQ 71997575
Adobe Community Expert
(If you *MUST* email me, don't LAUGH when you do so!)
==================
http://www.projectseven.com/go
- DW FAQs, Tutorials & Resources
http://www.dwfaq.com - DW FAQs,
Tutorials & Resources
==================
"pjk91" <[email protected]> wrote in message
news:fn537t$f2c$[email protected]..
> I'm working on a site as a favor. I never worked with
the template
> function,
> and just started playing with it. I made a template of
the site
> www.negmsc.com.
> Then, when I create another page based off of that
template, it looks fine
> in
> Dreamweaver but when I do a preview in IE, it seems like
it's missing a
> .css
> file. Any ideas?
>

Email Template on CRM5.0

Hi Guys
Ive created email templates on our development box. And its displayed when i log onto webclient. Transported config onto QA and the config is the exact same as on DEV. But when I open the webclient on QA, templates are not reflecting
This is the steps ive taken
Ive created template under SAP menu- Marketing- Personalized Mail - Maintain Mail Template
Went to IMG-CRM-Interaction Center Webclient-Basic Function- Communication channels - Define Standard response Groups
Clicked on new entry and entered following
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Pls help!!!
GG

Tx 4 prompt response Glenn, much appreciated
We are not creating any mail forms, just the mail templates
These templates were created on DEV and QA like I said, config the same, just not showing on QA's weblcient
Regards
GG

ICR FBICR3 Maintaining the email template

Dear All,
I would like to use the Standard email template provided in the FBICR3 transaction to trigger email of the Unassigned items to the responsible person. How do I configure the place holders which has key 0005, 0010, 0020 & 0040 to get the Keydate, partner and company information? When I created email, the email did not translate the 0005, for example, with key date.
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Ralph

Can no longer select text in email template or read only field with mouse using IE or Firefox?

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David Kelly

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Problem with links on email templates
Hi,
We have been having issues with links on our email templates. Some of the links point to the following URL:
http://server'sname/thirdparty/FCKeditor/editor/fckeditor.html?InstanceName=emailTemplatesDTO.htmlBody&Toolbar=NewscaleFCKEditorToolBar#URL
Sometimes we get “Unknown internal error” on the web page.
Can anyone help or advise on how to resolve this issue?
Many thanks,
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Try:
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I have created a CSS-style based email template using Dreamweaver CS6. The template looks great within Dreamweaver, on Internet Explorer and in Outlook 2003. However, when viewed in Outlook 2010, Hotmail and Gmail, the template is distorted. If I set my containers using pixel size, why would it be different when viewed in other email programs?
Here is my code:
<style type="text/css">
.pageborder {
width: 795px;
height: 995px;
border: medium solid #008478;
font-family: Verdana, Geneva, sans-serif;
font-size: 10pt;
margin: 0 auto;
.prodboxleft {
font-family: Verdana, Geneva, sans-serif;
font-size: 10pt;
background-color: #76c6be;
width: 370px;
float: left;
height: 164px;
border: medium dashed #008478;
margin-top: 5px;
margin-bottom: 5px;
margin-left: 12px;
.prodboxright {
font-family: Verdana, Geneva, sans-serif;
font-size: 10pt;
background-color: #76c6be;
width: 370px;
float: right;
height: 164px;
border: medium dashed #008478;
margin-top: 5px;
margin-right: 12px;
margin-bottom: 5px;
.clearing {
clear:both;
display:block;
visibility:hidden;
.pageborder .prodboxleft img {
padding: 8px;
.pageborder .prodboxright a img {
padding: 8px;
</style>
</head>
<body>
<div class="pageborder"> <center><img src="https://system.netsuite.com/core/media/media.nl?id=12679&c=723462&h=55e51819e92ef317c357" width="720" height="86" border="0" /> 
<a href="http://www.eyecareandcure.com/Diagnostic-Products"><img src="https://system.netsuite.com/core/media/media.nl?id=28469&c=723462&h=dc5c279154096ce1f361" width="195" height="40" border="0" /></a><a href="http://www.eyecareandcure.com/Pharmaceuticals"><img src="https://system.netsuite.com/core/media/media.nl?id=28474&c=723462&h=9365342d3d72baf4c0d2" width="195" height="40" border="0" /></a><a href="http://www.eyecareandcure.com/Exam-Room-Supplies"><img src="https://system.netsuite.com/core/media/media.nl?id=28470&c=723462&h=4f1b836f6412ab952e34" width="195" height="40" border="0" /></a><a href="http://www.eyecareandcure.com/Vision-Testing"><img src="https://system.netsuite.com/core/media/media.nl?id=28468&c=723462&h=3c7664689336406c15ee" width="195" height="40" border="0" /></a> <a href="http://www.eyecareandcure.com/Optical-Tools-Supplies"><img src="https://system.netsuite.com/core/media/media.nl?id=28473&c=723462&h=a227a48f3b29b0a38f7a" width="195" height="40" border="0" /></a><a href="http://www.eyecareandcure.com/Medical-Surgical-Supplies"><img src="https://system.netsuite.com/core/media/media.nl?id=28472&c=723462&h=c94240f73ea2a1647745" width="195" height="40" border="0" /></a><a href="http://www.eyecareandcure.com/Sterilizing-Disinfecting"><img src="https://system.netsuite.com/core/media/media.nl?id=28475&c=723462&h=5742c12d94b5c490d535" width="195" height="40" border="0" /></a><a href="http://www.eyecareandcure.com/Instruments"><img src="https://system.netsuite.com/core/media/media.nl?id=28471&c=723462&h=3e0b5322e37bf2b86796" width="195" height="40" border="0" /></a></center> 
<center>Great Prices and February Shipping Special!</center> 
<div class="prodboxleft"><a href="http://www.eyecareandcure.com/Drops/Fluoron-1532"><img src="https://system.netsuite.com/core/media/media.nl?id=1323&c=723462&h=24fddfba2d9dd33cb960" width="151" height="144" align="left" border="0" /><a/> Fluoron® 5 ml Compare to Fluress® $6.95 Was $8.90 Item #1532</div>
<div class="prodboxright"><a href="http://www.eyecareandcure.com/Drops/Fluorocaine-8482"><img src="https://system.netsuite.com/core/media/media.nl?id=1324&c=723462&h=bff0adfc33d25c58f9a2" width="162" height="144" align="left" border="0" /></a> Fluorocaine™ 5 ml $7.30 Was $7.80 Item #1533</div>
<hr class="clearing" /><div class="prodboxleft"><a href="http://www.eyecareandcure.com/Drops/Tropicamide-1-0-15-ml_2"><img src="https://system.netsuite.com/core/media/media.nl?id=3992&c=723462&h=b9c0ceeda9e5db57fbfd" width="61" height="144" align="left" border="0" /></a> 
Tropicamide 1.0% 15 ml 
Compare to Mydriacyl® 
$8.40 
Was $10.80 
 
Item #1579</div>
<div class="prodboxright"><a href="http://www.eyecareandcure.com/Drops/Tropicamide-0-5-15-ml"><img src="https://system.netsuite.com/core/media/media.nl?id=28676&c=723462&h=3be84121296356649aa6" width="57" height="144" align="left" border="0" /></a> Tropicamide 0.5% 15 ml 
Compare to Mydriacyl® 
$8.20 
Was $10.50 
 
Item #1586</div>
<hr class="clearing" /><div class="prodboxleft"><a href="http://www.eyecareandcure.com/Drops/Phenylephrine-HCl-2-5-15-ml-Akorn-brand_2"><img src="https://system.netsuite.com/core/media/media.nl?id=9387&c=723462&h=e2293736ebaa71f5455b" width="53" height="144" align="left" border="0" /></a> Phenylephrine 2.5% 15 ml 
Compare to Neo-Synephrine® 
$9.00 
Was $10.25 
 
Item #1554</div>
<div class="prodboxright"><center>
FEBRUARY SHIPPING SPECIAL! www.eyecareandcure.com Free Ground Shipping on all internet orders over $200.00* Enter Promo Code FEB13 during checkout 
*Valid only on orders placed on our website from 
02/01/13-02/28/13. Not valid with any other promotional offer.
</center></div><hr class="clearing" />
<center>To place your order, please visit our website at
<a href="http://www.eyecareandcure.com">www.eyecareandcure.com</a>, or call Customer Service 
at 1-800-486-6169. You can also
<a href="http://www.eyecareandcure.com/Monthly-Specials">
download</a> a
copy of this special and fax it to us at 1-877-321-1267. Need access to our website?
<a href="http://www.eyecareandcure.com/Registration">
Click here</a> to register. 24-7 ordering, special offers, order
history and much, much more! 
All prices subject to change. Some additional restrictions may apply. 
See <a href="http://www.eyecareandcure.com/Terms-Policies">www.eyecareandcure.com/Terms-Policies</a> for standard terms and conditions.
</center>
</div>
</div>
</body>
And here is a screen shot of the different results:

If email marketing is new to you, the below links are a good starting point for how to go about getting a good-looking and consistent design.
http://kb.mailchimp.com/article/common-html-email-coding-mistakes
http://24ways.org/2009/rock-solid-html-emails/
http://htmlemailboilerplate.com/
The boilerplate is good for reference but in my opinion is overkill for most email campaigns. It does a good job of highlighting why they do certain things though.
Rik

Email Template

Hi,
I have a new requirement that the standard text mail should be sent out as an HTML Email.
I was thinking of a HTML template which would have "customized tags" which I can replace at run time based on the data from some datasource.
The Email Template should look like:
Dear {FirstName} {LastName},
{Section1}
{Section2}
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{SenderName}
The tags between '{}' would be replaced dynamically based on the database values. I have the existsing program running within an EJB. I need to store the HTML content in some place [preferablly deployment descriptors] and then lookup at the information at run time, replace and send email. I am not able to have HTML characters within ejb-jar.xml.
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Kindly advice.
Thanks and regards,
Pazhanikanthan. P

Have a look at:
http://jcake.com/jcake-mx-intro.php and http://jcake.com/products.php#jcake-mx-template
It is a ready to use solution for your case.
Piotr Maj

Error while entering Long message in Email Template

Hi All,
While Creating Email template with 28 kb data as Long message field in OIM 11g R2 Im getting error like "Invalid size of inputs in en_US in Locale " so unable to save and please provide the solution Is there any changes in property or something?
Thanks
Kowsalya

Yes that is right what is mentioned above, first you give the company code and name then give the currency then select address (Shift+F5) and in that if you select country as IN then it will automatically come to master data.
Edited by: venkata986 on Aug 31, 2010 12:31 PM

OIM Email notification in Provisioning Related Type in Email Template

Hi,
I have done the Email Notification for the RequestRelated type in the EmailTemplate where a Resource is granted to a user and the mail goes to a particular User or Group in the Assignment Tab of the Process task. Its ok.
Now I want to do for the Provisioning related type specified in the Email Template.I tried to attach my Mail Template in the provisioning task related to a particular Resource but mail is not generating .
Can anyone briefly tell me How to generate mail for the Provisioning Related type ?????

Have you attached the email definition in the Notification tab of the provisioning task?
Also, you need to be sure if the task status was reached to start the email notification.
Regards,
Nitto

Email template functionality in P6

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