ATS v2: Disable HTML Template Editor (Lightning)

Note: To take advantage of the features mentioned in this documentation, your Org needs to be using Package Version 7.16 or newer. See Release Notes for more details about which features were introduced in each release. If you would like to upgrade to the current release, contact Bullhorn for Salesforce Support.
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Overview

When HTML templates get pulled into the Lighting email editor, the header and footer of the templates are returned as CDATA - a format that cannot be edited per Salesforce. Because of this, a flag called Disable/Hide Edit for HTML Templates is available to hide the email editor when HTML email templates are selected. This article will show you how to set up the configuration.

Configuration Steps

Go to Setup > Custom Settings > Talent Rover Properties > Check Disable/Hide Edit for HTML Templates:

  • If Check Disable/Hide Edit for HTML Templates is False: Displays the email editor when an HTML email template is selected.
  • If Check Disable/Hide Edit for HTML Templates is True: Hides and disables the email editor when an HTML email template is selected.