Email Templates
The Email Template section lists the templates used for notifications.
By default, this template is released:
- Data Watcher sample: this template is used in emails sent to users when configured DATA WATCHER events occur. Different templates can exist and are applied to each specific event. Detailed information about the feature and its management can be found in the Notification Channel section.
If you need to edit the Data Watcher sample – for example to translate it in a language different from English – follow these steps:
- Click the DWDefaultEmailNotificationSample.html link to download the template.
- Open the template using an HTML editor tool and edit it according to your needs. You can change the logo and the body of the email.
- Back in Data One, click the pencil icon to edit the template.
- In the Edit Email Template window, you can edit the Name (this is the name of the template appearing in the lists of results) and the Subject (this is the Subject of the email that users will receive).
- Click the UPLOAD button to load the edited template browsing your local disk.
- By default, the template will be available to all Actors, but you can select a single Actor in the drop-down list at the bottom of the window.
- Click the SAVE button to confirm. The template will be listed in the Search and Select a Template window.
- Press SAVE to add the template to the list of templates.
- Finalize the configuration as detailed in the Configuring the Email Notification Channel section.
To upload a new template, follow these steps:
- Go to Setup → Email Template and click the Upload Template button.
- In the New Email Template window, fill in these fields:
a. Name: assign a name to your new template. The name will appear in the lists of template results.
b. Subject: enter the Subject that will appear in the email that users will receive.
c. UPLOAD: browse your File System and select the template to upload.
d. Select Actor: by default, all Actor s will view the template. If you want a specific Actor to see the template, click the SELECT ACTOR button and pick the Actor. - Press SAVE to upload the template.
To delete a template, click the three-dot icon and select the Delete option.
Remember that the out-of-the-box templates must not be deleted!
Updated 6 months ago