This content applies solely to Connected Claims, which must be purchased separately from the Appian base platform. This content was written for Appian 21.4 and may not reflect the interfaces or functionality of other Appian versions. |
The communication templates allow business users to create and manage the different communication templates for different template types like task assignments, email tasks, and WhatsApp tasks.
Selecting the Communication Templates configurations allows you to:
This page describes how to easily manage all of your communication templates from the CONFIGURATION tab.
The ALL TEMPLATES list view displays a complete list of all of your organization's existing communication templates and relevant data about each template. You can access this view by clicking the Communication Templates configuration card.
From this view, you can also easily search existing templates and filter the list by name, subject, type, and creator.
At some point, you may need to create a new communication template that you want to use for a specific task or communication within your claims process.
When you create a new template, Connected Claims shows a preview of the template in the TEMPLATE PREVIEW window so you can see how the communication will look in its final form.
To create a new communication template:
From the Template Type dropdown, select a template.
Note: If the template type you want to assign to the communication template is not available, you can add a new template type by clicking the Add New Template Type link.
After creating a new communication template, it will immediately display in the ALL TEMPLATES list and can be used in any communication.
With Connected Claims, you can easily evaluate a new or existing communication template by sending a test email to yourself. The test email allows you to preview exactly what users will see when they receive the communication.
To send a test email for an existing communication template:
To send a test email for a new communication template:
At some point you may need to update an existing template to meet specific workflow or business requirements. Connected Claims makes this process easy and simple.
To modify an existing communication template:
Configuring Communication Templates