![]() ![]() ![]() You can filter templates based on standard or custom attributes. After inserting an email template, you can modify the content as needed in the email editor. The preview shows you the content so you can pick the template that best meets your needs. When you select an email template, a preview of the template is displayed here. Select the tile to open the template on a full screen. Hover over the template tile to see the zoom option. You can change the view to display the templates in a grid, list, or tile view. Choose and browse from the templates displayed based on TO or Regarding, the filters applied, or a combination of both. Search doesn't support regular expressions. You can search for templates based on name, subject, description, or content. The application provides an option to navigate between templates. Zoom in to view templates on a full screen.Additionally, if your administrator has set Enable Email Template views in Advanced Settings to Yes, you can filter templates based on the email template view filters.See: Add the language filter in the email template selection view By default, you can filter templates based on standard and custom attributes, and language, if your Administrator has enabled Language in the Template Gallery Filter Form.Search for templates based on their title, subject, description, or content of the template.Switch among list, tile, and grid views.You can perform the following actions in the enhanced email template selection window: ![]() The application displays the enhanced email template selection window only if your admin has configured the enhanced insert template dialog option. Regarding: user (global) and templates for the regarding entity are shown.Recipient (TO): user (global) and contact templates are displayed.The selection of one of these fields determines which template types are shown to a user in the template selection window: This window doesn't appear if your administrator has set Skip Select Record dialog in Advanced Settings to Yes. You have both a Recipient and Regarding field. You don't have either a Recipient or Regarding field for your email. There is an intermediary window that might appear if: ![]()
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