Overview

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The E-Mail Templates Administration screen let you able to add, edit, delete and review your templates configurations.

The Approval Request tab let you able to setup the templates to apply for the e-mails notifying an approval request.

The Approval Reply tab let you able to setup the templates to apply for the e-mails notifying an approval reply.

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Default Approval Request and Approval Reply Templates

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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

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Default Approval Reply e-mail template

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You are able to customize the Default Templates and furthermore, you can undo the customization by clicking Reset Default Template.

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Add email template

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You are able to create a new template by clicking the Add email template button.

The screen that appears allows you to setup the Project or the Conditional rule that are evaluated to use the template.

The template configurations are set by default but you are able to update them by editing the template.

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Operations

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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

Edit template configuration

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You are able to update all settings applied on an existing template (including the Default E-mail Template).

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Copy template

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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. 

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Edit template main settings

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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.

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Delete template

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When deleting an Email Template the data on existing Mappings and existing issues are made consistent.

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Custom E-Mail Templates

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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

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Header

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Subject

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Issue Type

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This setting allows you to enable displaying the issue type in the email body.

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Assignee

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This setting allows you to enable displaying the issue assignee in the email body.

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Issue Creation Date

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This setting allows you to enable displaying the issue creation date in the email body.

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Project

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This setting allows you to enable displaying the issue Project in the email body.

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Priority

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This setting allows you to enable displaying the issue Priority in the email body.

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Reporter

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This setting allows you to enable displaying the issue Reporter in the email body

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Workflow Transition

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This setting allows you to enable displaying the Workflow transition on approbation in the email body.

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Approval buttons

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You have the capability to enable Approval buttons showing on the email in order to allow the approver to reply by clicking them.

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When you enable Approval Buttons you are able to manage the following options by clicking on the

Cog Icon::

• Button Placement

• Comment screen popped up

• Button Links

Button Placement

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You can choose  if the Approval Buttons appear on the Bottom (Default) or on the Top of the email body.

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Comment screen popped up

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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.

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Button Links

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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

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Footer

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You are able to insert a text that will display on the email footer.

The email will render the Html tags.

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Differences between optional settings available per template

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Not all optional settings are available for all the template.

The following table provide an overview of the  optional settings available per template.

Usage of the custom Approval Request and Approval Reply E-Mail Templates

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The Approval Request and Approval Reply E-Mail templates can be enabled

• On the Approval Mappings

• On Single Issue

• Per Project

If none of the previous settings have been configured, the app uses a Default Email template.

When an Email Templates is enabled on an Approval Mappings or Single Issue, any other setting enabling other Templates is ignored (e.g Email Template per Project).