Use this guide to locate and edit email templates in the Approval process (5) group. Each section below explains what the template is used for and how to find it in Email templates.
How to locate and edit email template 15.1: Approval reminder → User
Purpose: Use this template when you want to edit the reminder email sent to a user about a pending approval.
Template Details:
Category: Approval process
Template ID: 15.1
Name: Approval reminder → User
Recipient Type: User
Clear Navigation Steps:
Go to Settings, then click Email templates.
In the left panel, select Approval process.
Choose 15.1 Approval reminder → User.
Select Default variant (or your custom variant).
In the left panel, the group Approval process is selected.
The template 15.1 Approval reminder → User is highlighted.
Under it, Default is visible as the variant option.
How to locate and edit email template 15.2: Email notification to new approver → User
Purpose: Use this template when you want to edit the email sent to a user when they are added as a new approver.
Template Details:
Category: Approval process
Template ID: 15.2
Name: Email notification to new approver → User
Recipient Type: User
Clear Navigation Steps:
Go to Settings, then click Email templates.
In the left panel, select Approval process.
Choose 15.2 Email notification to new approver → User.
Select Default variant (or your custom variant).
In the left panel, the group Approval process is selected.
The template 15.2 Email notification to new approver → User is highlighted.
Under it, Default is visible as the variant option.
How to locate and edit email template 15.3: Request approval → User
Purpose: Use this template when you want to edit the email sent to a user to request approval.
Template Details:
Category: Approval process
Template ID: 15.3
Name: Request approval → User
Recipient Type: User
Clear Navigation Steps:
Go to Settings, then click Email templates.
In the left panel, select Approval process.
Choose 15.3 Request approval → User.
Select Default variant (or your custom variant).
In the left panel, the group Approval process is selected.
The template 15.3 Request approval → User is highlighted.
Under it, Default is visible as the variant option.
How to locate and edit email template 15.4: Notify approval has been done to requestor → User
Purpose: Use this template when you want to edit the email sent to the requestor when an approval has been completed.
Template Details:
Category: Approval process
Template ID: 15.4
Name: Notify approval has been done to requestor → User
Recipient Type: User
Clear Navigation Steps:
Go to Settings, then click Email templates.
In the left panel, select Approval process.
Choose 15.4 Notify approval has been done to requestor → User.
Select Default variant (or your custom variant).
In the left panel, the group Approval process is selected.
The template 15.4 Notify approval has been done to requestor → User is highlighted.
Under it, Default is visible as the variant option.
How to locate and edit email template 15.5: Approval requests have been cancelled → User
Purpose: Use this template when you want to edit the email sent to a user when approval requests are cancelled.
Template Details:
Category: Approval process
Template ID: 15.5
Name: Approval requests have been cancelled → User
Recipient Type: User
Clear Navigation Steps:
Go to Settings, then click Email templates.
In the left panel, select Approval process.
Choose 15.5 Approval requests have been cancelled → User.
Select Default variant (or your custom variant).
In the left panel, the group Approval process is selected.
The template 15.5 Approval requests have been cancelled → User is highlighted.
Under it, Default is visible as the variant option.