Email Events
You can use Email Events to
define the Email Templates that are
available for selection during the distribution workflow when users perform
specific actions. If necessary, you can assign a specific Email
Template as the default for an Email
Event so the user does not have to select it manually (users can
select a different template if necessary if multiple templates are associated
to the event). Associating only the relevant templates to each event and
defining a default can help users select the correct template more efficiently.
Each Email Event corresponds
to an action with a distribution workflow that allows you to select an
Email Template. You can make
All templates available
for selection during an event or only Selected templates.
By default, all active Email Templates
are available for each Email Event.
See Email Templates for information
on inactivating or reactivating a template.
Note: This
article contains printing instructions that are only applicable if Applied
Epic is installed locally on your computer. If you access Epic through
a web browser such as Google Chrome, Mozilla Firefox, or Microsoft Edge,
you cannot print directly from within the system. See Printing
for more information about the printing capabilities available from Epic
Browser. All other steps in this article are applicable to both methods
of accessing Epic unless stated otherwise.
To configure an Email Event,
follow these steps:
- From the Home screen, do one of the following:
- Click Configure
on the navigation panel.
- Click Areas
> Configure on the menubar.
- Click the down
arrow next to Home
on the options bar and select Configure.
From any other area of the program, do one
of the following:
- Click
the down
arrow to the right of the Home
options bar button and select Configure.
- Click Home
> Configure on the menubar. The Configure
screen displays.
Click
Email
on the navigation panel or Areas
> Email on the menubar.
Click
Email Events
on the navigation panel.
Select
an Email Event
in the list and click the Edit 
button
to configure it.
To
associate all active templates to the event, leave the All radio button selected. To associate
only certain templates to it, choose Selected.
These radio buttons determine whether all templates are available
for selection when a user performs this workflow, or only the templates
you specify.
If
you chose Selected, do the
following:
Click
the Add
button to open the Available
Email Templates pop-up window.
Select
the checkbox
beside each Email Template
you want to associate.
Click
Finish
to save your selections or Cancel to
discard them and close the pop-up window.
To remove
an email template from the event, select it and click the Delete 
button.
To print a list of the event's associated email templates, click the Print 
button and print the list
as you would any other document.
To
set a specific Email Template
as the default for the Email Event,
select the template
in the list and select the Default checkbox.
If you designate a default Email
Template but other templates are available for the event,
a user can still choose another template if necessary.
Setting a default can save users time and help to ensure that they
use the appropriate template for the workflow. If you want to make
sure users make a deliberate template selection, leave the Default
checkbox deselected.
Click
Finish to
apply your changes or Cancel
to discard them.