Preview And Status
Preview and status management help confirm that a template is ready before it is used by business flows.
Preview
The design page shows a real-time preview of the inbox card. Use it to check:
| Check | Description |
|---|---|
| Header | The icon chip, its background color, and the title text read well together |
| Body | Text is readable, the H3 title line stands out, and attribute rows line up |
| Body Lines | The body limit cuts the content where expected and ends with an ellipsis |
| Footer | The footer name matches the trigger action, and the right arrow is visible |
| Light And Dark | Use the Light/Dark switch: the fixed palette and the icon chip color should both work |
The preview is for design review. Final rendered values depend on the record data used when the message is sent. Built-in system messages are re-rendered in the language of whoever reads them, so an already-sent notification follows a language switch without being sent again.
Status
| Status | Description |
|---|---|
| Draft | The template can be edited, deleted, and prepared for use |
| Enabled | The template is available for business flows that send messages |
Deactivating an enabled template returns it to an editable state and stops new messages from being sent with it.
When To Enable
Enable a template only after:
- The related form is correct
- The message body follows the standard shape and has been reviewed
- Field variables are valid
- The footer name and trigger action are complete, or the footer is intentionally switched off
- The preview matches the expected card in both light and dark mode
If an enabled template needs structural changes, deactivate it first, update the design, save, and enable it again after review.