Notification Templates

Overview

The Notification Templates module allows you to create and manage standardized templates for sending notifications. This module offers a range of features, such as the following:

  • Logos and branding images
  • Various fonts and sizes
  • Word stylings
  • Variables
  • Recipient behavior configuration
  • Option to store sent notifications

If you need to configure an alert template, kindly refer to the Resource Bundle module.

Create a template

To create a template, click the Create New button and enter valid values in the following fields:

Field Description
Template Code

Code of the template.

Mandatory: Yes

Name

Name of the template.

Mandatory: Yes

Subject

Subject of the notification message.

For example, when sending an email using a template, the configured subject is the text that appears as the title of the email in the recipient's inbox.

Mandatory: Yes

Description

Description of the template.

Mandatory: No

Effective Date

Date when the template will be available for use.

Mandatory: Yes

Expiration Date

Date when the workflow model will no longer be available.

Mandatory: No

Template Type

Type of the template.

Mandatory: Yes

Recipient Behavior

Way the notification will be sent. The following are the possible values:

  • Send as BCC recipients
  • Send as TO recipients
  • Send Individual Notifications

Mandatory: No

Store sent notifications

Allows you to store notifications that have been sent using the template.

The list of sent notifications can be found in the Notifications page.

Default: Enabled

Mandatory: No

Set wait period

Allows you to set the wait period for the notification email to be sent. Only one email will be sent per recipient over the specified time.

You have to specify the wait period by entering values in one or more of the following fields:

  • Days
  • Hrs
  • Mins

Default: Disabled

Mandatory: No

Body

Allows you to enter and customize your notification message.

Mandatory: No

Views

Card View

The card view presents all applications in the form of cards, with the Template Code on the card header. The card displays the Template Name and Effective Date. The card footer displays a number of versions, an email icon, a duplicate icon, and a delete icon.

Clicking anywhere on the card, except the duplicate and trash icons, will redirect you to view the organization details.

List View

The list view displays all Environments in a table format.

Column Name Description
Template Code

Code of the template.

The number beside it represents the number of template versions.

Name Name of the template.
Template Type Type of the template.
Status

Status of the template. The following are the possible values:

  • Active
  • Inactive
Actions

Displays the following icons:

  • Clone Icon — Clone icon that allows you to clone the selected dataset. When clicked, a popup window is displayed asking you to provide a new Template Code, Name, and Subject. All other configurations of the selected dataset are copied.
  • Edit Icon — Edit icon that allows you to edit the product details.
  • Delete Icon — Delete icon that allows you to delete the selected dataset.

To search for a template, enter a partial or a ful template name.

Filter

The following filters are available on both card and list views:

  • Name
  • Status
  • Subject
  • Template Code
  • Template Type
  • Template Version

Sort

The following columns on the list view can be sorted:

  • Template Code
  • Name
  • Template Type
  • Status