Use an active email template in compose

Insert reusable active content.

What this guide covers

Insert reusable active content. The workflow below follows the supported application or module flow and does not invent a menu or bypass validation.

Exact step-by-step process

1. Open the exact navigation path shown above.
2. Select the authorised mailbox, message or configuration record.
3. Complete the fields or action described in this guide.
4. Save or submit once, then verify the resulting status and related record.

Fields, choices and supported possibilities

This workflow does not expose additional user-entered fields.

Code-backed validations and workflow rules

• Only active templates are offered.
• Review subject/body before sending.

Expected result and verification

• The requested Mailbox Exchange record is updated through the supported controller and remains attributable to the acting staff member.

Security, audit and troubleshooting checks

• Use the exact authorised account, role and record before saving or sending.
• Verify the saved status and downstream record; a browser success message alone is not sufficient evidence.
• Never expose passwords, API keys, access tokens, protected attachments or raw server paths in support tickets.
• Do not edit module or core database records directly to bypass validation, permissions, migrations or state rules.

Related guides