Adding notification templates

Add a notification template

  • Enterprise

  • Organization

  • Department

  1. Navigate to Settings  Notification Templates.

  2. Click the Add icon.

  3. Complete the Add Notification Template fields based on the information provided in the following table.

    Field Description

    Recipient Type

    The method used to deliver the notification

    The possible options are:

    • Email

    • Slack

    • MS Teams

    • Webhook

    Notification Type

    The type of event that triggers the notification

  4. Customize the notification template based on the information provided in the following table.

    The fields and variables available depend on the type of template you are creating.
    Field Description

    Insert Variable

    Insert variables in the Subject or Body fields

    Variables are replaced by values that correspond with the details of the event that triggers the notification.

    Subject

    The subject heading content included in the email notification

    Body

    The body content included in the notification

    Send notification in HTML format

    When selected, content is sent in HTML format instead of plain text format

  5. Click Save.

  1. Navigate to Organizations, and select the appropriate organization.

  2. Click Notification Templates.

  3. Click the Add icon.

  4. Complete the Add Notification Template fields based on the information provided in the following table.

    Field Description

    Recipient Type

    The method used to deliver the notification

    The possible options are:

    • Email

    • Slack

    • MS Teams

    • Webhook

    Notification Type

    The type of event that triggers the notification

  5. Customize the notification template based on the information provided in the following table.

    The fields and variables available depend on the type of template you are creating.
    Field Description

    Insert Variable

    Insert variables in the Subject or Body fields

    Variables are replaced by values that correspond with the details of the event that triggers the notification.

    Subject

    The subject heading content included in the email notification

    Body

    The body content included in the notification

    Send notification in HTML format

    When selected, content is sent in HTML format instead of plain text format

  6. Click Save.

  1. Navigate to Organizations, expand the appropriate organization, and select the appropriate department.

  2. Click Notification Templates.

  3. Click the Add icon.

  4. Complete the Add Notification Template fields based on the information provided in the following table.

    Field Description

    Recipient Type

    The method used to deliver the notification

    The possible options are:

    • Email

    • Slack

    • MS Teams

    • Webhook

    Notification Type

    The type of event that triggers the notification

  5. Customize the notification template based on the information provided in the following table.

    The fields and variables available depend on the type of template you are creating.
    Field Description

    Insert Variable

    Insert variables in the Subject or Body fields

    Variables are replaced by values that correspond with the details of the event that triggers the notification.

    Subject

    The subject heading content included in the email notification

    Body

    The body content included in the notification

    Send notification in HTML format

    When selected, content is sent in HTML format instead of plain text format

  6. Click Save.