Discussion templates let you set up a collection of templates that you can insert when creating discussions in Current RMS. 

  • Add pre-defined text – perfect for saving commonly used messages or your company’s signature.
  • Brand your templates by completely customizing the layout and style of the template using the editor.
  • Add fields from Current RMS that are dynamically inserted, such as an information about the opportunity, sending user, or your company.
  • Access the HTML & CSS that comprises a template to make advanced changes.

How do discussions look?

Here’s a discussion with no template and a simple message:

All discussions sent as emails from Current RMS include some common elements that can’t be changed:

  1. Reply above this line to add a comment to this discussion
  2. Using Windows 10 Mail? To reply click here
  3. To stop receiving emails when comments are added to this discussion click here
  4. Sent from Current

The rest of the template can be customized completely.

View discussion templates

To view and manage discussion templates, head to System Setup > Discussion templates.

Default templates

There are four default templates that come with Current RMS:

  • Document Approval
    A basic text template regarding document approval that includes the link to the document.
  • Signature
    A basic signature containing the logged in user’s name.
  • Opportunity Example
    A more sophisticated example layout using HTML available from opportunities.
  • Organization Example
    A more sophisticated example layout using HTML available from organizations.

You can’t delete these, but you can edit them to make them inactive. Once inactive, they won’t be available for use. 

Create discussion templates

To create a discussion template, hit the green add discussion template button in System Setup > Discussion templates.

You can also clone an existing template, just click the blue arrow to the right of a template in the list of templates and choose Clone

Attributes

  • Name
    Provide a name for your template. This will show up in the list of options when creating a discussion. Your name must be unique within the context of the module.
  • Description
    Optionally enter some text to describe this template for your reference.
  • Module
    When will this template be available to choose? For example, if you select “Opportunity,” you’ll be choose this template when creating a discussion from an opportunity. Choose “None” to use this template on any discussion.
  • Active
    Toggle to NO to make this template unable to be selected.
  • Default
    Toggle to YES to mark a template as the default for the module that you’ve selected. Default templates are automatically inserted when creating a discussion for that module. Only one template per module can be marked as default. 

The module you select also determines which data objects are available to insert, see: Data objects for discussion templates

Edit template

Use the editor to build your template. This is where you can add text and customize the layout and style of your email template.

  • Use the options on the toolbar to easily style your text, add images, create tables, and more.
  • Drag and drop images to add them. They’re uploaded to your Current RMS system. 
  • Drag or copy & paste content from other applications to add it in.
  • Use liquid syntax to add fields from Current RMS that are dynamically generated, e.g. type {{ company.name }} to print your company’s name. For more information, see: Data objects for discussion templates
  • Hit the code button (< >) to make advanced changes to the style and layout in HTML & CSS. 

Preview a template

Use the blue preview button to see how a template will look. Dummy data is used where you’ve used liquid syntax. 

From here you can also send a test email so you can ensure your template looks how you expect in different mail clients.

A note on using HTML

When making advanced changes using HTML, all CSS styles should be inline. You cannot create reusable classes. For example:

<div style="color: white; background-color: blue;">
  <p>Hello!</p>
</div>

This is because not all mail clients recognise class-based CSS, so inline styling ensures cross mail client compatibility.

Use a discussion template

To use a discussion template, simply create a discussion as normal and choose the template you’d like to apply from the list.

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