Templates are used by processes to generate documents or send emails.

The following templates are currently supported:

  • PUG Templates *.pug

  • Microsoft Word Documents *.docx

  • Microsoft Excel Documents *.xlsx

A process can replace variables or field values into the templates. It gets the information from the corresponding case and main table record.

Adding a template

You can add templates to an app by using the cli command sm add template from within an app folder. The CLI will ask you a few questions and create a template file.

To learn how to use the templates see: