CUBE offers the option to create a customised/tailored template for mails. You can make your own templates as per the requirements. The customised template can be imported into the project to be used.

Steps to create Custom Fields in Mailbox

Step 1 : Select the Portal Settings option from the CUBE page.

csm1.png

Step 2: Select Form Templates option. From the drop down menu choose Mail Box option to start creating the template.

csm2.png

Step 3: Before creating a custom template, you have to go to types and click on +create to create a new form type. Note that it is not possible to create any custom template without making a templagte type first.

csm3.png

Step 4: After adding a template type, come back to templates and click on create to start with the process of creating a custom template.

image-20240716-114338.png

Step 5: Now, you can start adding the required sections and fields in those sections. Remember that this template created here will be reflected while sending emails to different users who will be required to fill these details out.

image-20240717-083259.png

Step 7: Go to the Project Settings of the project you want to be working on.

csm4.png