Genpact Cora Knowledge Center


Add Email Template Filters via Config Set



As a workflow developer, you can add email template filter criteria via config set. User can upload via the config set a document that lists all the conditions based on which email templates appear in the email composer for selection.

For the document template, see this link.

In the document, the metadata defines the name of the ruleSet, spec defines the array of nodes, where each node is a filter criterion. Based on the conditions within the ruleSet where value is set to true, the email templates are filtered.

If no email template filter criteria is added to the config set then all the email templates are visible for selection in the email composer.