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You must have the Jira Cloud System Administrators global permission before you can carry out the instructions on this page. |
Overview
The E-Mail Templates Administration screen let you able to add, edit, delete and review your templates configurations.
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The Approval Request tab let you able to setup the templates to apply for the e-mails notifying an approval request. |
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The Approval Reply tab let you able to setup the templates to apply for the e-mails notifying an approval reply. |
Default Approval Request and Approval Reply Templates
When installing the app, if no customization is applied, the Approval Request and the Approval Reply emails follow the Default Templates.
Default Approval Request e-mail template
Default Approval Reply e-mail template
You are able to customize the Default Templates and furthermore, you can undo the customization by clicking Reset Default Template.
Operations
The E-mail Templates administration screen allows you to perform the following operations on an already existing E-Mail template:
Edit template configuration, open the Email Template Configuration screen allowing to setup the information appearing on the email
Copy template, create a new template from a copy of the selected one
Copy template
When copying an Email Template, a new template is created that has the same configuration of the copied template but not its Project or Conditional Rule association.
Edit template main settings
The available operations on Approval Request and Reply E-Mail templates include the capability to update the Project or the Conditional rule that are evaluated to use the Custom Approval Request and Reply E-Mail templates instead to the Default templates.
Delete template
When deleting an Email Template the data on existing Mappings and existing issues are made consistent.
Custom E-Mail Templates
The Email Template Configuration screen allows you to setup the information appearing on the email.
This sections illustrate the available optional settings and how to setup them.
Optional settings common to all templates
Header
Subject
Issue Type
This setting allows you to enable displaying the issue type in the email body.
Assignee
This setting allows you to enable displaying the issue assignee in the email body.
Issue Creation Date
This setting allows you to enable displaying the issue creation date in the email body.
Project
This setting allows you to enable displaying the issue Project in the email body.
Priority
This setting allows you to enable displaying the issue Priority in the email body.
Reporter
This setting allows you to enable displaying the issue Reporter in the email body
Workflow Transition
This setting allows you to enable displaying the Workflow transition on approbation in the email body.
Approval buttons
You have the capability to enable Approval buttons showing on the email in order to allow the approver to reply by clicking them.
When you enable Approval Buttons you are able to manage the following options by clicking on the Configuration Icon:
Button Placement
Comment screen popped up
Button Links
Button Placement
You can choose if the Approval Buttons appear on the Bottom (Default) or on the Top of the email body.
Comment screen popped up
You can choose if by clicking an approval button the action is processed immediately or the screen requiring the Approval Comment appears only if the Approval Comment is mandatory or in any case.
Button Links
You can choose where do you want that buttons links redirect the user.
Available options are:
Approval page (Default), the user displays a built-in Approval form that allows to insert a comment and credentials (when enabled)
Jira ticket, the user is redirected on the concerned Issue view screen in Jira
Footer
You are able to insert a text that will display on the email footer.
The email will render the Html tags.
