Email Templates

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RayFlow > 7.4 u1 > User and Administration Guide > Configuration 

Email Templates

The Email Templates configuration allows users to edit HTML based templates, which are used by the Notifications and TaskTrack feature. These templates utilize placeholders to obtain data from the database.

 

A datafield can be used as a place holder in a template, if E-mail property is activated for it. Currently a user can customize existing templates for only five predefined events.

 

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Custom placeholders can be defined by adding a property EmailTemplate_PlaceholderName within the Basic configuration page. The value of this property can then be addressed by using $PlaceholderName$ in the e-mail template.

 

The following predefined placeholders will be replaced with information from RayFlow:

 

Placeholder

Supported Formats

Function

$CATEGORY$

Text

Category name

$DATA_FIELD$

Text or list

List of all datafields with the enable Email property

$EVENT$

Text

Name of the event which was triggered

$PACKAGE$

Text

Task name (datafields mapped for ApplicationName type in report mapping or connection of all datafields with the visible property)

$PACKAGE_ID$

Text

Unique identifier of the active task

$PROJECT$

Text

Project name

$RAYFLOW_LINK$

Text

HTML link to the RayFlow base URL

$RAYFLOW_PACKAGE_LINK$

Text

Direct HTML link to the active package (only if logged into the RayFlow instance)

$SCHEDULE$

Text

SLA name

$STATUS$

Text

Active status name

$TASK$

Text

Active phase name

$TASK_ID$

Text

Unique identifier of the active phase

$TASKTYPE$

Text

Name of the task type.

$USER$

Text

Name of the user who made the change

$VALUE$

Text or list

Values which have been changed

 

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Note:

The standard and the custom email placeholders can also be used in the Basic Configuration Message Settings subject term if the related email template subject terms are left blank.

 

Editing an Email Template

To edit an e-mail template, click on the Edit this template icon. This will open the template in edit mode.

 

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The events are predefined

The MESSAGE_EMAIL_SUBJECT property which is set in the Basic configuration is used to populate the subject field.

The e-mail body can be created either in design or HTML mode

To review the changes, before saving the changes made to the template, select the preview mode.

 

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Be aware:

Do not use placeholders which also support other formats than text (like $DATA_FIELD$ and $VALUE$) inside of the subject field!