Creating new templates for specific projects and steps

The system comes with templates for many events that can occur in the system. You can create new ones that are specific to a particular project or a step within a project. The project or step must be created in the system before you create the custom notification.

To create a new template, do the following:

  1. Choose Projects > Templates. The system displays the current list of templates.
  2. Click Add Template.
  3. Specify information for the template:
    • Type: Choose an existing notification type to use as the basis for the new template.
    • Project: Choose the project that the new template applies to. The template is only used on notification messages that are generated for runs of the selected project.
      Note: A list of snapshots appears if more than one snapshot is defined for the project. Choose the snapshot to use. The notification applies only to projects run using that snapshot. If you specify Default Snapshot, the snapshot assigned as the default is used.
    • Step: You can choose a specific step (so that the template only applies to notifications for that step) or select Project Events to have the template apply to all notifications for the selected project.
  4. Click Save.
  5. Create translations for the template.
    1. Choose the template from Projects > Templates
    2. Click Add Translation.
    3. Specify information for the template:
      • Language: required - the language for the message.
      • Description: required - this field is used as the title for the translation.
      • From: optional - an email address to use in the From field of the message.
      • Subject: required - a string to use in the Subject field of the message. It can contain variables.
      • Body: required: the text of the message. It can contain variables. If it contains certain HTML tags, the message is sent as a MIME message rather than plain text.
    4. Click Save.
    5. Repeat the process for other translations as needed.

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