Email Templates - Editing and where to find them in the workflows and rules

Which IIQ version are you inquiring about?

8.3

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I am trying to find out how to manipulate/edit changes to specific email templates. I do know they must be found in specific workflows, but is there an easier way to find out when and where they are called for in the process?

Hi @derrickthomasvdot

Have a look at the workflow for the different LCM processes in debug They will reference the EmailTemplate for each type of notification.

snippet from LCM Provisioning:

Variable initializer=“LCM User Notification” input=“true” name=“userEmailTemplate”

Or they will be configured in the Business Processes:
image

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Hi Derrick,
Generaly all email templates can be found in Debug page once you select EmailTemplates as ObjectName

You cannot however find easly where this templates are used - they might be configured in workflows but also in some config sections.

If you want to find them in workflows the easiest way to find it would to export all workflows into the XML files and then use some GREP like tool to search it through. This however will give you only view to Workflows - if you want to do the same for rules you will have to repeat this for rules

Another place where email templates might be found is SystemConfiguration object which might contain some of them. Like here -

Above suggestions are good.

But If you have repository in your local, I would suggest to use Notepad++ and use find in files options. In the search box enter “EmailTemplates” and give repo path in directory field.

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Hi @derrickthomasvdot ,

The best way to search the email templates you want is, search on repo. Let’s say if you are using Git repo, then login to that portal. Go to the repository you are working on. There will be search option. Type in that whatever you want, then it will show wherever the file being used. And check those files only and update whatever you want.

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