Create an email layout

task brazil Updated Sep 10, 2026 1 min read create-email-layout.md
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Create an email layout to specify the HTML content you want to appear in the body of one or more email templates.

Before you begin

  • Role required: admin
  • Record required: email template record

Procedure

  1. Navigate to All > System Policy > Email > Layouts.

    The system displays the list of existing email layouts.

  2. Click New.

    The system displays a blank email layout form.

  3. Fill in the form.

Field

Description

Name

Specify a unique name for the record.

Application

Lists the parent application to which this record belongs.

Description

Specify an optional description of the layout.

Advanced

Select whether to display the Advanced Layout field.

Layout

Use the inline editor to add HTML elements. The system displays HTML from this field in the body of any email template that uses the layout. Include notification variables to show content from the related record. For more information notification variables see Notification variables.

Note: The editor automatically formats any HTML code you enter from the Source code view.

Advanced Layout

Use this field to manually enter HTML code. The system displays HTML from this field in the body of any email template that uses the layout.

Note: To enter text in this field, select Click here to disable syntax highlighting and script formatting.

4. Click **Submit**.
The system creates the email layout record.
  1. Navigate to System Notification > Email > Templates.

    The system displays the list of existing email templates.

  2. Select the email template which you want to use an email layout.

    The system displays the email template record.

  3. In Email layout, select the email layout you want to use to format the body of email messages.

  4. Click Update.

    The email template uses the selected email layout to format the body of email messages.

Parent Topic:Email layouts

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