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.openpublishing.redirection.json

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"source_path": "powerapps-docs/developer/component-framework/reference/linking/removeLinkedEntity.md",
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"redirect_url": "/powerapps/developer/component-framework/reference/linking",
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"redirect_document_id": "false"
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},
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{
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"source_path": "powerapps-docs/user/cs_email_template_builder.md",
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"redirect_url": "/powerapps/user/customize-insert-email-template",
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"redirect_document_id": "false"
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},
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{
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"source_path": "powerapps-docs/user/cs-template-options.md",
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"redirect_url": "/powerapps/user/email-template-create",
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"redirect_document_id": "false"
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}
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]
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}

powerapps-docs/maker/TOC.yml

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items:
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- name: Create email templates
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href: ../user/email-template-create.md
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- name: Customize an email template using the template editor
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href: ../user/cs-template-options.md
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- name: Insert an email template
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href: ../user/insert-email-template.md
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- name: Convert an email to a template
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href: ../user/email-template-convert.md
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- name: Create a signature for emails
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href: ../user/email-signature.md
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- name: Configure the enhanced insert email template
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- name: Enable the enhanced insert email template
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href: ../user/customize-insert-email-template.md
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- name: Work with grid and views
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items:
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href: ./model-driven-apps/distribute-model-driven-app.md
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- name: Enable customizable help
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href: ./model-driven-apps/use-customizable-help.md
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- name: Enable the enhanced email template editor page
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href: ../user/cs-email-template-builder.md
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- name: App performance insights
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items:
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- name: Performance insights overview
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---
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title: How to enable the enhanced email template in Power Apps
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description: Turn on the enhanced email template option in Power Apps.
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author: gandhamm
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manager: shujoshi
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ms.topic: task
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ms.date: 05/06/2022
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ms.subservice: end-user
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ms.author: mgandham
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search.audienceType:
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- enduser
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search.app:
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- PowerApps
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- D365CE
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---
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# Enable the enhanced email template editor page
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Turn on the enhanced email template editing experience in apps across your organization. If you need to, you can turn off the enhanced email template page for a specific app. Users of that app see the default email template editor page.
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## Enable the enhanced email template editor across all apps
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1. In [Power Apps](https://make.preview.powerapps.com/), select the environment the environment that contains your solution.
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2. Select **Solutions**, and then select the solution in which you want to turn on the enhanced template editing experience.
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> [!NOTE]
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> Don't select the default solution to configure the template.
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4. Select **Add Existing** > **More** > **Setting**.
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> ![Add a setting to a solution](media/usr-soln-setting.png)
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1. On the **Add existing Setting Definition** pane, select the **Enable the New Email Template Editor** option and then select **Next**.
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> ![Add the enable email template editor option](media/usr-soln-email-setting.png)
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1. Select **Add** on the **Selected Setting Definition** to add the **Enable the New Email Template Editor** option to your solution.
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1. Select the **Enable the New Email Template Editor** option. The **Edit Enable the New Email Template Editor** pane appears.
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1. Set the **Setting environment value** option to **Yes** on the **Edit Enable the New Email Template Editor** pane.
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> ![Set the variable to yes](media/enable-email-template-option.png)
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1. Select **Publish All Customizations**.
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## Disable the enhanced email template for an app
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To force app to display the default email template editor page, turn off the enhanced template editing experience in that app. First, you'll need to add the app to the solution to which you've added the enhanced email template editing experience.
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1. In [Power Apps](https://make.preview.powerapps.com/), select **Solutions**, and then select the solution to which you've added the enhanced email template editing experience.
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2. Select **Solutions**.
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1. On the **Solutions** page, select the Solution in which you've added the the email template selection option.
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1. Go to **Add Existing** > **App** > **Model-driven app**> **Add existing model-driven apps** pane. Select the app for which you want to disable the enhanced insert email template selection page. The app is added to the solution.
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> ![Add an app to an existing solution](media/disable-add-app.png)
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1. Select the **Enable the New Email Template Editor** option in the solution.
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1. On the **Edit Enable the New Email Template Editor**, in the **Setting app value** section, the selected app is displayed.
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1. Select **New app value** for the app, and select **No** for the specified app.
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> ![Disable the variable](media/enh-disable-app.png)
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1. Select **Save** and **Publish All Customizations**.
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After you publish the customizations, the app uses the default email template editor.
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### See also
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[How to create an email template in model-driven apps](email-template-create.md)
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[Customize an email template using the template editor](cs-template-options.md)
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[!INCLUDE[footer-include](../includes/footer-banner.md)]
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---
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title: Customize an email template using the enhanced template editor
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description: Create an email template using the enhanced email template editor
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author: gandhamm
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manager: shujoshi
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ms.topic: conceptual
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ms.date: 05/06/2022
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ms.subservice: end-user
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ms.author: mgandham
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search.audienceType:
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- enduser
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search.app:
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- PowerApps
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- D365CE
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---
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# Customize an email template using the template editor
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Use the **Editor** tab in the **Email Template** form to create customized email templates. The **Editor** tab has three sections:
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- Design canvas
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- Toolbox
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- Layout section types
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:::image type="content" source="media\email-designer-callout.png" alt-text="Screenshot of the email template editor page, with the canvas, toolbox, and layout section areas highlighted.":::
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## Manage an email template
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On the design canvas, you can drag, arrange, enter, and delete content. By default, the canvas contains an empty one-column layout section.
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You have a few different ways to add items to your template.
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- Drag an element from the Toolbox to the canvas. The blue shade indicates that the element is in a suitable ___location and may be dropped.
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- Select an element in the **Toolbox** or the **Layout section types**. An **add** icon appears on the canvas. Select the icon to add the element.
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You can select **Go to the parent** to identify the section or column in which the element is embedded.
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:::image type="content" source="media\add-template-optns.png" alt-text="Screenshot of the email template editor page, with the go to parent call out.":::
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### Add a layout section to the template
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Drag a layout section from the **Layout section types** box to the canvas.
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To modify a layout, select it, and then select **Edit layout**. You can change a layout's spacing, style, background color, and image. You can also change the number of columns in the layout and the width of each column.
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To change the appearance of a column, select it, and then select **Edit column**. You can change a column's spacing, style, background color, and image.
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### Add an element to the template
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You can use the design elements in the **Elements** tab in the Toolbox to customize your email template:
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- **Text**: Add text content to your template. Replace the placeholder text with your content. Use the floating toolbar to insert dynamic text or format the content.
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> [!NOTE]
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> When you select the text element, the following capabilities of the rich text editor toolbar aren't supported:
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> - Personalization. Use the Insert dynamic text editor to personalize content.
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> - Insert image. Use the image element to add an image to column.
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> - Tracking for links
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> - Inserting tables
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> - Font style and size of the text isn't detected, if you paste formatted content from other sources.
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- **Image**: Add an image to your template. Select the image placeholder, and then select **Edit Image** and upload an image or specify an image URL. You can also modify the image's size and alignment.
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- **Button**: Add a button to your template. Select the button, and then select **Edit Button** and enter the URL to open when the user selects the button. You can also change the label, label font, color, and appearance of the button.
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- **Divider**: Divide the template into bordered sections. Select a divider, and then select **Edit Divider** and change the divider's appearance, color, width, alignment, and spacing.
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Use the **General Styles** tab to change the layout's width, font, font size, background, and text color.
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### See also
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[How to create an email template in model-driven apps](email-template-create.md)
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[Enable the enhanced email template editor page](cs-email-template-builder.md)
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[!INCLUDE[footer-include](../includes/footer-banner.md)]

powerapps-docs/user/customize-insert-email-template.md

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author: gandhamm
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manager: shujoshi
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ms.topic: task
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ms.date: 04/04/2022
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ms.date: 05/06/2022
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ms.subservice: end-user
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ms.author: mgandham
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search.audienceType:
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To configure the enhanced email template for apps across the organization, perform the following steps:
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1. Go to **Power Apps** instance and select the environment in which you you want to configure the template.
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1. Go to [Power Apps](https://make.preview.powerapps.com/) instance and select the environment in which you you want to configure the template.
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2. Select **Solutions**.
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3. On the **Solutions** page, select the solution in which you want to configure the template.
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1. Go to **Power Apps** instance.
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1. Go to [Power Apps](https://make.preview.powerapps.com/) instance.
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1. Select the solution created for the email template selection option.
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1. Go to **Add Existing** > **App** > **Model-driven app** and select the app.
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1. Select the **Enable the new Insert Template Dialog** option.
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1. On the **Edit Enable the New Insert Template Dialog**, in the **Setting app value** section, specify **No** for the specified app.
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1. Select **Save** and **Publish All Customizations**.
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### See also
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[Set up enhanced email](/power-platform/admin/system-settings-dialog-box-email-tab)<br>
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[Understand the email experience](view-create-email.md)
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[!INCLUDE[footer-include](../includes/footer-banner.md)]

powerapps-docs/user/email-template-create.md

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# Create email templates
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Email templates are a fast and easy way to send repetitive and recurring email to multiple customers. They can help save you time and give you a way to create consistent, professional, preformatted email messages that you can use when communicating with your customers. You can view, create, and edit any email templates you've created.
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Email templates are a fast and easy way to send consistent, professional, preformatted email messages to your customers.
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When creating a template, you have the option to work with a blank or existing template.
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To create a template, select **New** on the **Email Templates** command bar. You can [start with a blank template](#start-with-a-blank-template) or [customize an existing template](#start-with-existing-templates).
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![Create an email template.](media\email-how-to-create-an-email-template-1a.png "Create an email template")
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When you select **New** from the **Email Templates** command bar, a drop-down list appears with options to either **Start with a blank template** or **Start with existing templates**.
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:::image type="content" source="media/email-how-to-create-an-email-template-1a.png" alt-text="Screenshot that shows options to create a template from blank or from an existing template.":::
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## Start with a blank template
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Starting with a blank template means that you build and add all the data to the template.
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When you start with a blank template, nothing is provided for you. You must add everything you want customers to see.
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If you select **Create an email template**, the following is displayed:
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Specify the following information:
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![Start with a blank template option.](media\email-create-an-email-template-1a.png "Start with a blank template option")
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:::image type="content" source="media/email-create-an-email-template-1a.png" alt-text="Screenshot of template information to provide.":::
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1. **Template name**. Assign your email template a detailed name you want to save for future use.
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2. **Permission level**. You can share the template you create with your **Organization** or as **Individual** for personal use.
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3. **Category**. The default for this field is set to **User**. Categories determine which dynamic text fields are available for use in your template.
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4. **Language**. You can display your installed language packs in this field. **Language** also helps to categorize your templates.
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### New Customer Template overview
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1. **Template name**: Give your email template a detailed name to help you identify it later.
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2. **Permission level**: Select **Organization** to share your template with others or **Individual** for personal use.
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3. **Category**: The default value is **User**. Categories determine which dynamic text fields are available for use in your template.
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4. **Language**: Display installed language packs. **Language** also helps to categorize your templates.
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5. **Create**: Opens one of two editors where you can build your template.
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If you select **New Customer Template**, the following example page displays, where you can make edits.
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When you select **Create**, the editor page you see depends on whether your administrator has turned on the [enhanced email template editor option](cs-email-template-builder.md):
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![New Customer Template.](media\email-new-customer-template-1c.png "New Customer Template")
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- If yes, you'll use the enhanced email template editor page.
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- If not, you'll use the default email template editor page.
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1. **New Attachments**. Allows you to include attachments to your template.
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2. **Subject**. Allows you to change the subject line.
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3. **Insert dynamic text**. Allows you to use dynamic text in both the Subject line and body of the email.
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### Enhanced email template editor overview
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## Start with existing templates
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:::image type="content" source="media/email-template-enh.png" alt-text="Screenshot of the enhanced email template editor with a blank template open for editing.":::
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- **Editor** tab: [Design and customize the email template](cs-template-options.md).
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- **Template** tab: Specify or change the template details and the email subject.
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- **Attachments** tab: Add attachments to your template if needed.
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#### Create a new email template overview
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### Default email template editor overview
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The following **Create a new email template** screen appears, which allows you to customize your template
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:::image type="content" source="media/email-new-customer-template-1c.png" alt-text="Screenshot of the default email template editor with a blank template open for editing.":::
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![Start with existing templates.](media\email-start-with-existing-templates-1a.png "Start with existing templates")
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1. **Insert dynamic text**: Use dynamic text in the subject and body of the email.
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2. **Subject**: Enter or change the email subject.
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3. **New Attachment**: Add one or more attachments to your template, if needed.
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## Start with existing templates
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1. **Search**. Allows you to search for templates. Search does not support regular expressions and it works on the template name only.
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2. **Browse**. Allows you to browse through out-of-the-box email templates. A list of available out-of-the-box email templates (global and entity specific) will display in alphabetical order. Global templates are shown as the type User. If you've created a custom email template, it will also be displayed here.
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3. **Details**. Allows you to preview the email template. When you select an email template, you can preview the content so you can pick the template that best meets your needs. After inserting an email template, you can modify the template content as needed.
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3. **Select**. Allows you to insert the template content into your email.
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Start with an existing template to create an email template faster and with less effort. The template is pre-populated with data. All you need to do is customize it for your needs.
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> [!Important]
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> When you begin working in the new environment, do not edit your templates in the old legacy web client; otherwise you will lose your inline images and strip out some of the advanced formatting and functionality.
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:::image type="content" source="media/email-start-with-existing-templates-1a.png" alt-text="Screenshot that shows existing email templates to start from.":::
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1. **Search**: Search for the name of a template to start from. Search doesn't support regular expressions.
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2. **Browse** out-of-the-box templates, global and entity-specific, listed in alphabetical order. Global templates are shown as the type User. If you've created custom email templates, they're also listed.
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3. **Details**. Preview the templates so that you can pick the one that best meets your needs. You can modify it as needed later.
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4. **Select**: Insert the selected template content into your email.
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> [!Important]
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> If you create templates in the enhanced editing environment, don't edit them in the legacy web client. You'll lose any inline images and strip out some of the advanced formatting and functionality.
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### Work with existing templates
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When you select an existing template, the following display appears:
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:::image type="content" source="media/email-template-copy-1a.png" alt-text="Screenshot of the email template editor with an existing template open for editing.":::
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- **Template** tab: Specify or change the template details and the email subject. The name includes **– Copy** at the end to identify this template is a copy of another one.
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- **Template editor** section: [Design and customize the email template](cs-template-options.md).
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- Select **New Attachment** to add attachments to your template if needed.
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![Creating email template copies.](media\email-template-copy-1a.png "Creating email template copies")
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### See also
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- **Name**. The new template you created from the existing template will display **– Copy** at the end of the template name to identify it is a copy of an existing template.
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- **Template Editor**. All of the data is carried over from the existing template which can be edited and modified.
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[Set up enhanced email](/power-platform/admin/system-settings-dialog-box-email-tab)<br>
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[Understand the email experience](view-create-email.md)
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